SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
96252 488 0 SOXX
Emcee:  Return to Sender Type:  Moderated
Introduction Market Data Compact
Previous 40 | Next 40 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
4901>> Shouldn't the $3B backlog buffer this? Gottfried, In Fiscal Y02QSarmad Y. Hermiz-8/14/2002
4900Gottfried, Nice chart as usual. I'm sure the fear is a double dip, backlog SpecialK-8/14/2002
4899RtS, ><i>the company's bookings came in below expectations and it wGottfried-8/14/2002
4898Applied Materials Beats Estimates, but Growth Is a Concern thestreet.com By K.Return to Sender-8/13/2002
4897I can only "guess" at what is going on, but it seems like it is about Donald Wennerstrom-8/13/2002
4896From Briefing.com: 6:36PM Tuesday After Hours price changes vs 4pm ET levels: LeReturn to Sender-8/13/2002
4895Don, with that large backlog, what's keeping them from shipping more aggressGottfried-8/13/2002
4894Thanks for the chart Gottfried. Everything is looking good going forward exceptDonald Wennerstrom-8/13/2002
4893Don, Applied's quarterly reported backlog rose to $3.30B home.attbi.com G.Gottfried-8/13/2002
4892bpNDX increased from 28 to 29 today. XLNX is the added stock on a PnF buy signalGottfried-8/13/2002
4891I confess to being a little confused about the following statement in the press Donald Wennerstrom-8/13/2002
4890Applied Materials Announces Results for Third Fiscal Quarter 2002 New Orders IProud_Infidel-8/13/2002
4889Cary, <I> I think the future will be programmable systems on chips (PSOC)paul_philp-8/13/2002
4888RE: "I'm not sure the IP is worth the premium..." I think it is tCary Salsberg-8/13/2002
4887" I don't think INTC will go fabless because they are too large, but I Kirk ©-8/13/2002
4886The industry has moved to fabs built by cooperative groups (2 or more companies)Cary Salsberg-8/13/2002
4885<i>This is a slower, post "bubble", technology, not capacity, drProud_Infidel-8/13/2002
4884RE: "I think that whenever we do get another upturn..." Good News! WCary Salsberg-8/13/2002
4883I don't have any "personal animosity and vindictiveness" toward yoCary Salsberg-8/13/2002
4882"I don't know whether intel or amat or both are moving processes forwarKirk ©-8/13/2002
4881Or: Re: "wish me luck <g>." Okey-dokey <g>.Justa Werkenstiff-8/13/2002
4880I don't know whether intel or amat or both are moving processes forward but willcousa-8/13/2002
4879<< Why would I have "personal animosity and vindictiveness" towascott_jiminez-8/13/2002
4878Scott, Justa, Bears, I am curious as to what levels you believe are appropriateProud_Infidel-8/13/2002
4877sure... I'll wish you the worst of luck... you didn't way which sort of Kirk ©-8/13/2002
4876well, I reshorted AMAT into this ramp. I'm betting after tonight it won'orkrious-8/13/2002
4875RE:"...a view based solely on personal animosity and vindictiveness..."Cary Salsberg-8/13/2002
4874Gottfried: Re: "Once that returns AND we know about it, the stocks will be Justa Werkenstiff-8/13/2002
4873which alias are you using on Yahoo these days? [end]Gottfried-8/13/2002
4872RE: "...now wonder if I want to own NVLS..." I was more comfortable wCary Salsberg-8/13/2002
4871Justa, KLIC lost even more visibilty also. Once that returns AND we know about iGottfried-8/13/2002
4870Ork: PT Barnum's alias is max pain. Like I said before, AMAT max pain is $1Justa Werkenstiff-8/13/2002
4869<<...and not KLIC!>> Well isn't that special...a view based solscott_jiminez-8/13/2002
4868<B>In the article, today, on INTC's move to a .09u process, the CEO ofKirk ©-8/13/2002
4867In the article, today, on INTC's move to a .09u process, the CEO of BroadcomCary Salsberg-8/13/2002
4866Kulicke & Soffa cuts revenue forecast biz.yahoo.com WILLOW GROVE, Pa., AugReturn to Sender-8/13/2002
4865and on this they are bidding AMAT up this am. pt barnum where are you?orkrious-8/13/2002
4864My post on the KLIC thread (http://www.siliconinvestor.com/readmsg.aspx?msgid=17scott_jiminez-8/13/2002
4863Scott: Note that that have held KLIC above $5.00 during this dramatic decline. AJusta Werkenstiff-8/13/2002
4862Total implosion of the equipment space gains momentum... KLIC announces huge rescott_jiminez-8/13/2002
Previous 40 | Next 40 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News