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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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4461KLAC beat by 3 cents. Guidance is the key factor in where it goes from here but Return to Sender-7/30/2002
4460Some more stuff - Day Two of Semicon West: “Where’s the Second Wave?” As we hTerry D-7/30/2002
4459Good stuff Terry. Thank you! More from Briefing.com: 11:58AM NVIDIA (NVDA) 15.82Return to Sender-7/30/2002
4458I don't think was posted - was part of the morning notes from Bear - a quietTerry D-7/30/2002
4457Hi ORC, At todays price (28.19) - yup it seems cheap.gg Bobrobert b furman-7/30/2002
4456Hi Keith, Wondered about that deal when it occured? Looked like free money butrobert b furman-7/30/2002
4455From Briefing.com: 8:57AM Needham upgrades select semi equipment stocks on valuaReturn to Sender-7/30/2002
4454Remember last spring when CEOs were sounding optimistic about a strong second haAlastair McIntosh-7/30/2002
4453Good Morning Everyone....More Good News! UMC trims capital spend despite good tProud_Infidel-7/30/2002
4452I don't trade short term, so the daily ins and outs are ignored as noise. ICary Salsberg-7/30/2002
4451RtS, daytrading AMAT: down until the last hour, then up until close has been theGottfried-7/30/2002
4450Cary, >> Nobody is perfect, but because of his integrity and track recordSarmad Y. Hermiz-7/29/2002
4449A MONSTER DAY! (CAN YOU SPELL SHORT SQUEEZE?) By Harry Boxer, The Technical TraReturn to Sender-7/29/2002
4448Jonathan: The case against short term trading. First you have been successful usReturn to Sender-7/29/2002
4447I read that one of the posters on Zeev's thread expected a major sell-off atCary Salsberg-7/29/2002
4446I can understand you wanting to buy AMAT at the valuations given to the likes ofCary Salsberg-7/29/2002
4445RE: "But with so many stocks no longer compelling after bouncing 15-25% offCary Salsberg-7/29/2002
4444Ian, When I refer to "tech sales", I mean sales at semis and orders aCary Salsberg-7/29/2002
4443Hi Jonathan, re >> FWIW - Zeev is now suggesting a bull run of several moSarmad Y. Hermiz-7/29/2002
4442Guess I'm just caught somewhere between greed and fear. I think you'll dJSLyons-7/29/2002
4441In case anyone wants to track the 9 sworn companies finance.yahoo.comGottfried-7/29/2002
4440Oh brother. I hope the exec's just sign and grin and bear it. But it would nBWAC-7/29/2002
4439Bpoex [SP100] has reversed to 'bull alert'. stockcharts.com But bp for Gottfried-7/29/2002
4438Nine Companies File Sworn Certification Statements With SEC By Phyllis Plitch bReturn to Sender-7/29/2002
4437Uh Oh... You turning into a short term trader? <gg> From Briefing.com: AftReturn to Sender-7/29/2002
4436Dick, thanks for the link. I came across a list of adjustments that include reveGottfried-7/29/2002
4435Well, AMAT did break the 10 year trend line on high volume the other day. Break Berk-7/29/2002
4434Hello RtS, I used today's rally to get out of my large-ish AMAT position, wJSLyons-7/29/2002
4433I think the explanation is fairly obvious. TER and NVLS have reported. Less unknReturn to Sender-7/29/2002
4432Don, AMAT:NVLS has been 1:2, but not recently. AMAT has been stronger. So NVLS iGottfried-7/29/2002
4431Interesting day today. The SOX was up 6.9 percent, but AMAT and KLAC were laggDonald Wennerstrom-7/29/2002
4430bpNDX is 28 today, up from 26% Friday july 15. to July 29. ALTR ADRX ADRX ADRX AGottfried-7/29/2002
4429I always try to find a link to confirm what I am saying because I am quite certaReturn to Sender-7/29/2002
4428BTW, I received the inaccurate info from Squawk Box....should have known better Proud_Infidel-7/29/2002
4427Thx; I stand corrected.<eom>Proud_Infidel-7/29/2002
4426SEC PUBLISHES LIST OF COMPANIES WHOSE OFFICERS ARE ORDERED TO <b>CERTIFY AReturn to Sender-7/29/2002
4425Brian, Good point. Looks like it is an after market close release of earnings Donald Wennerstrom-7/29/2002
4424It's 12:45 pm back East and the SOX is on another surge upward.Donald Wennerstrom-7/29/2002
4423<i>If, during this "Bear Market rally", the economy and tech salIan@SI-7/29/2002
44222:00PT ir.kla-tencor.comProud_Infidel-7/29/2002
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