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Semi Equipment Analysis
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4741Don, the telecom article forbes.com [end]Gottfried-8/7/2002
4740Bob, CSCO's report was a big help in turning things around. The next help Donald Wennerstrom-8/7/2002
4739OT - I think you buy a home to start obtaining equity, but how long a person stDonald Wennerstrom-8/7/2002
4738HI Don, A crack in the bear case funk - I agree. May not mean another battle orobert b furman-8/7/2002
4737HI G, We're looking good here. This looks like the first case of a good rerobert b furman-8/7/2002
4736$70 sq. ft. all throughout NC, SC, GA, FLA, MS, AL, TN Can you build it cheaperBWAC-8/7/2002
4735<i>But thats just a small part of housing</i> BS. There aren'torkrious-8/7/2002
4734OT fwiw, do you buy a home because you think you are going to make a bunch of The Ox-8/7/2002
4733Gottfried, I don't remember that specifically. Some posts of several?, manDonald Wennerstrom-8/7/2002
4732Don, have I mentioned Forbes paints a grim picture for local telcos in their covGottfried-8/7/2002
4731Here is an observation on CSCO by Briefing.com after their conference call this Donald Wennerstrom-8/7/2002
4730Don, very good observation ><i>prices on the semi equips are being sentGottfried-8/7/2002
4729Using the Thomson Financial database, the number of earnings estimate changes foDonald Wennerstrom-8/7/2002
4728Exactly, the problem is with the estimate(s) being reasonable, but it is an indiDonald Wennerstrom-8/7/2002
4727BWAC, the SV paper is running a series on housing. Very informative. Here's Gottfried-8/7/2002
4726Don, good work - again. I'll take the double, but have great reservations abGottfried-8/7/2002
4725>> How is that a bubble that is going to affect the track home builders? Sarmad Y. Hermiz-8/6/2002
4724<I think the bubble term refers to Calif houses that are 2000 sq ft on a postBWAC-8/6/2002
4723>> how much cheaper can it get than $70 per sq. ft. on a 1/2 acre lot? ISarmad Y. Hermiz-8/6/2002
4722<A fall in home prices is guaranteed the minute the Fed starts raising rates.BWAC-8/6/2002
4721I guess that was kinda my point re housing. Retirees, Transfers from the North BWAC-8/6/2002
4720>> A fall in home prices Brian, A fall in home prices is guaranteed the Sarmad Y. Hermiz-8/6/2002
4719It is location, location and location. As you said, a house on a pile of rocks Kirk ©-8/6/2002
4718I'm tired of this housing bubble theory. Newsflash. Not every section of theBWAC-8/6/2002
4717Brian, lurk on these threads for a while. I really don't know what going toorkrious-8/6/2002
4716Jay, FWIW, I agree with you that housing has to come down at some point. All Proud_Infidel-8/6/2002
4715Here is another table that shows consensus target prices for each one of the indDonald Wennerstrom-8/6/2002
4714<i>Again, I ask you what you are looking at?</i> Okay, so the Naz iorkrious-8/6/2002
4713<i>You seem much more patient than most</i> gottfried, with the homorkrious-8/6/2002
4712RtS/Gottfried/Bob, I have been listening to the conference call since it starteDonald Wennerstrom-8/6/2002
4711bpndx unchanged from yesterday, at 25%. Left column is 7/18 Bullish stocks are..Gottfried-8/6/2002
4710Bob, so far futures strong cme.com but can change quickly. G.Gottfried-8/6/2002
4709HI RtS, A good reaction to what could be negatively interpreted would be the strobert b furman-8/6/2002
4708RtS, [text added below] I didn't expect better and think they did well. WSJ Gottfried-8/6/2002
4707I think we are going to get a gap up and a big drop tomorrow based on what appeaReturn to Sender-8/6/2002
4706RtS, CSCO is pulling the others up ah dynamic.nasdaq.com [end]Gottfried-8/6/2002
4705From Briefing.com: Update -- CSCO Cisco Systems Provides Guidance (12.07 +0.71Return to Sender-8/6/2002
4704From Briefing.com: CSCO Cisco Systems (12.07 +0.71) -- Update -- On call, comReturn to Sender-8/6/2002
4703<I>Twenty years elapsed before the Dow crossed its 1929 levels and the NASKirk ©-8/6/2002
4702<IF an appartment building is generating 15x more cash after 10 years, is it Kirk ©-8/6/2002
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