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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96252 488 0 SOXX
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4861Gottfried: Interesting. But he is not in the "capital" equipment businJusta Werkenstiff-8/13/2002
4860bpNDX remains at 28% today July 22. ADRX ADRX ADRX ADRX AMCC AMCC AMCC AMCC AMCGottfried-8/12/2002
4859SpecialK, the trouble with analysis for this sector is that it changes day to daGottfried-8/12/2002
4858Message 17866036Proud_Infidel-8/12/2002
4857See this analysis by Robert Scott - Maximum Investing.com Kinda negative point SpecialK-8/12/2002
4856RE: >I am in the capital equipment business and the past week has shown thatKirk ©-8/12/2002
4855Sounds good. We need some merger activity. More to come I hope.BWAC-8/12/2002
4854Novellus munching SpeedFam. ============= Monday August 12, 3:31 am Eastern Timscott_jiminez-8/12/2002
4853RtS, thanks for the link! Nice to have all those charts on one page. G.Gottfried-8/11/2002
4852The power of Barron's might further this current rally but not in many of ouReturn to Sender-8/11/2002
4851Thanks Gottfried. Here is a post from June 28 discussing a number of indicators Return to Sender-8/11/2002
4850RtS, if you like chart market analysis, augie has a treat for you investorshub.cGottfried-8/11/2002
4849In Q1 2001, I posted buy price ranges for AMAT, NVLS, and KLAC based on adjustedCary Salsberg-8/11/2002
4848This the same data sorted by percent change. REVENUE BY QUARTER IDonald Wennerstrom-8/11/2002
4847I posted a couple of "quick and dirty" charts yesterday on revenue by Donald Wennerstrom-8/11/2002
4846As they say - very, very interesting. If it is true, this is very good news. ADonald Wennerstrom-8/11/2002
4845Justa, I used to post those parameters from time to time in the distant past, bDonald Wennerstrom-8/11/2002
4844G, that was a good post and one that I can agree with 100%. KLAC is one of the sReturn to Sender-8/11/2002
4843Don I just wanted to add my thanks. There is a lot of excellent information in tReturn to Sender-8/11/2002
4842Don, this poster says ><i>I am in the capital equipment business and thGottfried-8/11/2002
4841Interesting stuff Donald. I recall a time when investors in this sector looked aJusta Werkenstiff-8/11/2002
4840Don, aawww - what's a factor of 1000 between friends. :) [end]Gottfried-8/10/2002
4839To All, I pulled a boo-boo on the last table. The table is in Billions, not MiDonald Wennerstrom-8/10/2002
4838Here is another look at the same data sorted by the most recent quarter. REVEDonald Wennerstrom-8/10/2002
4837For what its worth, here is a table of revenue for the Group for the last 4 quarDonald Wennerstrom-8/10/2002
4836Gottfried, OT: Funny you should mention the beach! That's where some of mDonald Wennerstrom-8/10/2002
4835The following is an updated table for the past 3 weeks. It shows the upgrades aDonald Wennerstrom-8/10/2002
4834Don, we must be the only ones posting right now. Everyone else is at the beach. Gottfried-8/10/2002
4833That is quite a "picture show". A person becomes mesmerized at watchiDonald Wennerstrom-8/10/2002
4832Don, thanks for all your tables! Silence does not mean they're ignored. :) Gottfried-8/10/2002
4831This is an altered version of a table I posted last week. It compares changes inDonald Wennerstrom-8/10/2002
4830Here is the same data sorted by percent gain. 8/9/02 12 MON CLOSE PRICE PERCDonald Wennerstrom-8/10/2002
4829Here is an update of the table on target prices. Total change at the bottom linDonald Wennerstrom-8/10/2002
4828This is the same data sorted by PEG. 8/2/02 8/9/02 FST CALL NEXTDonald Wennerstrom-8/10/2002
4827NVLS and TER helped move the SOX along this week gaining 7 and 6 percent respectDonald Wennerstrom-8/10/2002
4826This is the same data sorted by PEG. 8/2/02 8/9/02 FST CALL NEXT FST CDonald Wennerstrom-8/10/2002
4825The Group was dragging this week with respect to the SOX and NASDAQ. The Group Donald Wennerstrom-8/10/2002
4824VLSI publishes their own ww btb and more vlsiresearch.com G.Gottfried-8/9/2002
4823bpNDX increased from 26 to 28% today. Table starts 7/18/02 MSFT joined the 'Gottfried-8/9/2002
4822Very funny-published Aug 2000 :-) eomTI2, TechInvestorToo-8/9/2002
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