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Semi Equipment Analysis
An SI Board Since October 2000
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4781I have lived in Almaden since '76. I think your friend's 40% was an excCary Salsberg-8/8/2002
4780OK, Thanks, DonDonald Wennerstrom-8/7/2002
4779Don, the second link shows 4 years KLIC and AMAT. [end]Gottfried-8/7/2002
4778Kirk: "A 40% drop is normal in Bay Area real estate..." Cary: I have Kirk ©-8/7/2002
4777OK, let me try to post again to see if I followed your directions correctly. bDonald Wennerstrom-8/7/2002
4776Don, your chart urls don't stick. Here's what you do: make a new chart, Gottfried-8/7/2002
4775You're right G and Don. I'm just looking for a clear signal of the bottoReturn to Sender-8/7/2002
4774RtS/Gottfried, RtS, I think Gottfried is right, I don't think there is any Donald Wennerstrom-8/7/2002
4773RtS, maybe KLIC leads in hindsight. It does not give me clear signals on a 3 yeaGottfried-8/7/2002
4772RE: "A 40% drop is normal in Bay Area real estate..." I have lived inCary Salsberg-8/7/2002
4771I'm not sure KLIC has a specific problem. Ever since KLIC announced that ordReturn to Sender-8/7/2002
4770Gottfried, That is quite a story. I like the part about: <I><<GolDonald Wennerstrom-8/7/2002
4769Don, not only that, but now Forbes claims: <i>"Dubious Doings Down UGottfried-8/7/2002
4768A good report from AMAT would get the semi-equip Group going again. The NASDADonald Wennerstrom-8/7/2002
4767Gottfried, Gives you a lot of confidence doesn't it?<gg> DonDonald Wennerstrom-8/7/2002
4766bpndx increased by 1 to 26%. We added CEFT July17 ADRX ADRX ADRX ADRX ADRX ADRXGottfried-8/7/2002
4765A good report from AMAT might go further than CSCO in my opinion. Other than CSCReturn to Sender-8/7/2002
4764official statements from 1929 and 2001 usagold.com more home.golden.net Just fGottfried-8/7/2002
4763"A 40% drop is normal in Bay Area real estate and it often ties to interestTI2, TechInvestorToo-8/7/2002
4762Don, I just hope it was briefing.com - not Soundview - who think Applied is a chGottfried-8/7/2002
4761That sure sounds just like what the environment isBWAC-8/7/2002
4760RtS, Every little bit helps. I was happy to see the market recover going into Donald Wennerstrom-8/7/2002
4759And little more good news for longs <i>mostly</i>. From Briefing.comReturn to Sender-8/7/2002
4758Shorter commute... Yes. Good point! I was never one to spend $ on cars that Kirk ©-8/7/2002
4757This is Briefing.com's input on the market action today. <I><<GDonald Wennerstrom-8/7/2002
4756Kirk, You forgot about the commute/quality of life factor vs real estate factor TI2, TechInvestorToo-8/7/2002
4755Lizzie, <I> But I'm reduced to talking to myself in the mirror to finpaul_philp-8/7/2002
4754I qualified my statement by referring to the companies I am investing in. Many Cary Salsberg-8/7/2002
4753<i>. I don't expect the excessive valuations of the "bubble"Lizzie Tudor-8/7/2002
4752<I><<Everything is red now but the SOX and it is just barely hangingDonald Wennerstrom-8/7/2002
4751That is very true. It happened to me in the "crash" of 1987. DonDonald Wennerstrom-8/7/2002
4750And in reverse, margin calls force people to sell at prices they at which they oProud_Infidel-8/7/2002
4749Yes, I think it does. Just as the curve shows, as the market goes higher, more Donald Wennerstrom-8/7/2002
4748Don, did margin help cause the market bubble? economagic.comGottfried-8/7/2002
4747Everything is red now but the SOX and it is just barely hanging on. From BriefinReturn to Sender-8/7/2002
4746Bob, Agreed!<gg> DonDonald Wennerstrom-8/7/2002
4745Good Morning Brian, They never said it was easy to make money in the market. Probert b furman-8/7/2002
4744OT *** housing in Colorado bayarea.com [end]Gottfried-8/7/2002
4743HI Don, If I needed to rely on a CEO putting a good spin of the future - Morganrobert b furman-8/7/2002
4742Bob, <i>I personally could use the absence of sweating under my armpits fProud_Infidel-8/7/2002
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