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Semi Equipment Analysis
An SI Board Since October 2000
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4541HI Brian, I really hate to put wings on this downward death spiral,but here'robert b furman-8/3/2002
4540This is the detailed results for the SOX during the last 11 weeks. 5/17/Donald Wennerstrom-8/2/2002
4539Out of the last 11 weeks, since 5/17, 10 of the 11 weeks have been down. DuringDonald Wennerstrom-8/2/2002
4538We checked on this once before and believe it or not they have an equal weightinReturn to Sender-8/2/2002
4537bpndx dropped to 28 from 31% today. It lost INTC, XLNX and YAHOO 7/15 ALTR ADRX Gottfried-8/2/2002
4536Hi RtS; I know the stocks making up the SOX but do you know where I can find theBill Cotter-8/2/2002
4535This is the SOX data sorted by PEG. 7/26/02 8/2/02 FST CALL NEXTDonald Wennerstrom-8/2/2002
4534This is the data for the SOX. 7/26/02 8/2/02 FST CALL NEXT FST CDonald Wennerstrom-8/2/2002
4533This is the Group data sorted by PEG. 7/26/02 8/2/02 FST CALL NEXDonald Wennerstrom-8/2/2002
4532The Group was down 2 percent for the week, but the spread was very large going aDonald Wennerstrom-8/2/2002
4531OT: powers of 10 microscopy.fsu.eduThe Ox-8/2/2002
4530Yes of course, but that's not the point. I don't think they're cuttiXBrit-8/2/2002
4529Guys they are doing stuff witn UMC as well. Possibly moving business there as UMBWAC-8/2/2002
4528And how long do you think it is between Wafer start at TSMC and a finished, testIan@SI-8/2/2002
4527<<It seems that NVDA is several months behind the curve; that the extent oXBrit-8/2/2002
4526Yeah and UMC is getting the TSCM business too.BWAC-8/2/2002
4525<i>Let's hope the NVDA's 74% reduction at TSMC ...</i> ChecIan@SI-8/2/2002
4524Weak June data, dim outlook slam chip stocks By Eric Auchard NEW YORK, Aug 2 (RReturn to Sender-8/2/2002
4523Let's hope the NVDA's 74% reduction at TSMC is not going to be the norm The Ox-8/2/2002
4522You know Gottfried you are right there is no real hard evidence of a back breakiReturn to Sender-8/2/2002
4521G. I appreciate your input. It seems that chip sales will continue to grow albeRMP-8/2/2002
4520RtS, and all this while ww chip sales show normal improvement. [end]Gottfried-8/2/2002
4519Gottfried, I think we are back to wondering if we won't see 250 again on theReturn to Sender-8/2/2002
4518Bill, they highlight the quarter because it's more positive that month-to-moGottfried-8/2/2002
4517Chip Sales Grow 5.8% in June Quarter (see bold for the silver lining in the clouw0z-8/2/2002
4516SIA June 2002 download semichips.org updated charts home.attbi.com note how pevGottfried-8/2/2002
4515I promise not to over-reach your analogy (especially since my home state, North scott_jiminez-8/2/2002
4514Hi Jonathan, My buy range for ALTR is 21 - 15, so I am too high. XLNX has alsoCary Salsberg-8/2/2002
4513<i>And we're undergoing a sea-change ('paradigm-shift' is the Proud_Infidel-8/2/2002
4512<<So you think we should all sell AFTER these facts become well known?>scott_jiminez-8/2/2002
4511Scott, Re: <i>the stock market crashed because investors were seeing the Proud_Infidel-8/2/2002
4510RtS, what's the alternative to polls? ><i>a poll of projected futurGottfried-8/2/2002
4509A post we're not likely to find here. "Ya know folks, I realize we havscott_jiminez-8/2/2002
4508Actually Gottfried a poll of projected future spending is not very useful. We reReturn to Sender-8/2/2002
4507Hi Cary, Think you got me all wrong. Unlike some zero-sum daytraders, I hope weJSLyons-8/2/2002
4506<b>TSMC under pressure after Nvidia wafer cuts </b> Nvidia drops wafXBrit-8/2/2002
4505RtS, encouragement Message 17826649 Please do me a favor and study the last chaGottfried-8/2/2002
4504From Briefing.com: 4:18PM American Power beats by two cents (APCC) 10.78 -0.17: Return to Sender-8/1/2002
4503BpNDX dropped from 32 to 31% today. We lost VRTS. 7/15 ALTR ADRX ADRX ADRX ADRX Gottfried-8/1/2002
4502The split adjusted spread between NVLS and AMAT is back to where it ought to be semi_infinite -8/1/2002
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