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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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4661RE: "...the future for these companies is not as bright..." I believeCary Salsberg-8/6/2002
4660ork, you're mixing 'previous troughs' and 'bubble days' and Gottfried-8/6/2002
4659Scott, <I><<My impression is that subsequent to a decade of unbridlDonald Wennerstrom-8/6/2002
4658<I>The collapse in the sector is a very direct response to horrible - and Kirk ©-8/6/2002
4657<i>doesn't like AMAT</i> The price target for AMAT is actually Proud_Infidel-8/6/2002
4656<i>. but they make more chips per wafer now and per unit of AMAT equipmentProud_Infidel-8/6/2002
4655well, like I said when people thought what I was saying was BS when I said theseorkrious-8/6/2002
4654We've seen the sentiment in the sector go to extremes before, most recently The Ox-8/6/2002
4653<i>We have to keep in mind the cyclical nature of this industry</i> orkrious-8/6/2002
4652ork, We have to keep in mind the cyclical nature of this industry. Boom to busThe Ox-8/6/2002
4651meanwhile, Lehman likes CYMI and doesn't like AMAT Cymer (CYMI / Nasdaq) orkrious-8/6/2002
4650<i>I saw an industry report a little while back that stated that the numbeorkrious-8/6/2002
4649>> subsequent to a decade of unbridled demand for increasingly powerful cpSarmad Y. Hermiz-8/6/2002
4648Hi Jay, <i>the point that the future for these companies is not as brightProud_Infidel-8/6/2002
4647scott. the middle paragraph in your post was superb. expanding it a little furtorkrious-8/6/2002
4646Perhaps I will earn the reigning seat of most ignored posters for this repeated scott_jiminez-8/6/2002
4645Don, important - by Ken Fisher Message 17839777 Read it 2 times and post in theGottfried-8/5/2002
4644Agreed Don. If CSCO says something good it will help a lot. I just don't thiReturn to Sender-8/5/2002
4643RtS, At this point no one is listening to any good news. The "market makeDonald Wennerstrom-8/5/2002
4642New Merrill Lynch Tech Index Shorts Stocks of Firm's Clients biz.yahoo.com Return to Sender-8/5/2002
4641From Briefing.com: 3:46PM Nasdaq positioned to make new five-year low : -- TechnReturn to Sender-8/5/2002
4640Good point. It most certainly is consistent with past cycles that you have folloReturn to Sender-8/5/2002
4639RtS, just a reminder for all: a flattening or even decrease in SEMI bookings [prGottfried-8/5/2002
4638It's going to take good guidance from CSCO tomorrow night to make any furtheReturn to Sender-8/5/2002
4637Bob, tomorrow Message 17831075 G.Gottfried-8/5/2002
4636CSCO reports tomorrow night after the close. The stock is down again after a LehReturn to Sender-8/5/2002
4635Hi Kirk, Finallt INTC is acting stronger retouching the July lows. I'm notrobert b furman-8/5/2002
4634Buy yes, covered calls probably not. Sell puts maybe. Bobrobert b furman-8/5/2002
4633<I>This also coordinates very well with the VIX spike. It really does appKirk ©-8/5/2002
4632Hi RtS, If my hypothesis is correct it will be the first time in 18 months.ggg robert b furman-8/5/2002
4631From Briefing.com: 8:54AM BofA, Piper Jaffray see declining semi equipment orderReturn to Sender-8/5/2002
4630Searching Google for "Nasdaq delisting" yields many stocks in that preGottfried-8/4/2002
4629yes, i agree...they both would be good shorts...but i don't think i can shorSusieQ1065-8/4/2002
4628I just searched Yahoo news instead of using a specific stock screener. It's Return to Sender-8/4/2002
4627OT: Infospace looks (INSP) like another good short candidate along with CMRC aftReturn to Sender-8/4/2002
4626RtS, I have not found a way to screen for all of those criteria. As of Friday NaGottfried-8/4/2002
4625We can check here periodically...the Briefing Splits Section... breifing.com CSusieQ1065-8/4/2002
4624The NASDAQ has been pretty lenient about the enforcement of these criteria untilReturn to Sender-8/4/2002
4623That's a good point. Is anyone keeping a list of stocks doing reverse splitsReturn to Sender-8/4/2002
4622Please read the signed statements by the companies that have replied to the SEC Return to Sender-8/4/2002
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