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Technology Stocks
Semiconductor and Semi-Equipment Analysts - Their Calls
An SI Board Since December 1998
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Emcee:  FJB Type:  Unmoderated
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45Message 9409897 Barely a month after the interview and already Lam is nearly 10Proud_Infidel-6/28/1999
44 It looks like Rick Whittington is back in the picture. Speculation is that he&orkrious-6/10/1999
43 Scottish fab is core of NEC's DRAM strategy Vote of confidence given to LiFJB-6/8/1999
42 David Wu on MU Message 8501427FJB-3/24/1999
41 Multiple analysts on MU Message 8494884FJB-3/24/1999
40 Klauer on INTC Message 8446355 Niles on MU Message 8449152FJB-3/22/1999
39 <i>He did not understand the industry</i> He has had too much effProud_Infidel-2/12/1999
38 Tom Kurlak resigns per CNBC. Smart move on his part. He did not understand thFJB-2/12/1999
37 <i>"Our checks indicate that OEM prices on K6-2s for March delivery FJB-2/4/1999
36 Thanks Bob, I missed those. Cannot wait for the formal INTC announcement nextProud_Infidel-2/3/1999
35 Some headlines from today... 12:31 [AMAT,LU] APPLIED MATERIALS SEES 2000 POSIFJB-2/3/1999
34 Bob/All, Semiconductor Industry Spotlight Bankers Trust Research/BT Alex. BroProud_Infidel-2/3/1999
33 Bob: ML just now raised ASMLF from a NT Sell (really!) to a NT Hold. The stocRitz-1/22/1999
32 For the "What in God's Name Were They Thinking?" files: Yahoo! IProud_Infidel-1/13/1999
31 Jay, I believe Deutsche Bank is making an incorrect call. ASML will report in FJB-1/8/1999
30 Bob, does it make any sense why Deutsche Bank would downgrade ASML to underperforkrious-1/8/1999
29 Jan. 8 - Deutsche Bank downgraded ASML to "underweight" from a "FJB-1/8/1999
28 FWIW post from Yahoo Msg. on GGNS: in the next 6-12 months will be critical. ThBD-1/8/1999
27 From thestreet.com -SAN FRANCISCO -- These days everyone's feeling good aboFJB-12/31/1998
26 From Briefing.com Intel Corp. (INTC) 119 1/16: Merrill Lynch's Tom Kurlak orkrious-12/23/1998
25 Uh oh. This story sounds like post-Christmas lies to me. <VBG> PC-RelatFJB-12/18/1998
24 GS ups AMAT's '99 EPS: Applied Materials (AMAT) lit a fire under the iProud_Infidel-12/18/1998
23 Micron estimates increased. SoundView Technology Group Inc. said Friday that sFJB-12/18/1998
22 Intel upgrade. Morgan Stanley and Prudential increased earnings estimate. EdelFJB-12/18/1998
21 Several upgrades/downgrades of the last couple days: NVLS downgraded yesterdayFJB-12/17/1998
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