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Semi Equipment Analysis
An SI Board Since October 2000
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4941Chip-Equipment Recovery Keeps Retreating. thestreet.comscott_jiminez-8/19/2002
4940bpNDX rose to 55 from 46% yesterday, meaning 55 of the 100 stocks have PnF buy sGottfried-8/19/2002
4939The SOX passed through the Upper Bollinger Band and the 50 day moving average toReturn to Sender-8/19/2002
4938From Briefing.com: 12:55PM Soundview on Semis : In pre-open note, firm suggests Return to Sender-8/19/2002
4937From Briefing.com: 12:47PM Dell Computer approaches resistance at 28.25 (DELL) 2Return to Sender-8/19/2002
4936From Briefing.com: 8:45AM Emulex upgraded to Hold from Sell at Legg Mason on valReturn to Sender-8/19/2002
4935Speaking of HIH, I hope you all saw this: Message 17885049kendall harmon-8/17/2002
4934bpNDX rose from 39 yesterday to 46% today. July30 AMCC AMCC AMCC AMCC AMCC AMCGottfried-8/16/2002
4933From Briefing.com: 12:06PM Extreme Networks (EXTR) 9.95 +0.66: This maker of netReturn to Sender-8/16/2002
4932Intel falls after Morgan Stanley cuts targets biz.yahoo.com NEW YORK, Aug 16 (Return to Sender-8/16/2002
4931RtS, thanks for summary. It's not all doom any more. Dell says they will leaGottfried-8/15/2002
4930From Briefing.com: 4:56PM NVIDIA (NVDA) 10.29 +0.67: -- Correction -- In our 16:Return to Sender-8/15/2002
4929bpNDX has 39 % bullish today, compared to 32% yesterday July25 ADRX AMCC AMCC AGottfried-8/15/2002
4928RtS, thank you for the update. Maybe you're interested in a few indicators? Gottfried-8/14/2002
4927From Briefing.com: 5:40PM After Hours Wednesday Changes vs the 4 pm close: MixedReturn to Sender-8/14/2002
4926bpNDX jumped from 29 t0 32% today. CSCO, Dell and FISV are the additions. July24Gottfried-8/14/2002
4925Re: <i>All human beings tend toward a self-confirming bias when we filter Alastair McIntosh-8/14/2002
4924Gottfried, it is fine to look at the past. However circumstances change and whatAlastair McIntosh-8/14/2002
4923Look at that Don. It is turning around already. You need to announce a vacation Return to Sender-8/14/2002
4922If I was going to follow a guru, I wouldn't follow one named after a cockroaBWAC-8/14/2002
4921Alastair, For a long time, bears made the same argument about Barton Biggs. Hepaul_philp-8/14/2002
4920Alastair, by all means <i>pay particular attention to Steve Roach</i>Gottfried-8/14/2002
4919RE: "What counts as always is end demand for the products that use chips...Cary Salsberg-8/14/2002
4918>> Are you expecting $150M to $200M in order cancellations? No. My mistaSarmad Y. Hermiz-8/14/2002
4917RE: "But disturbingly, I predict that backlog will fall somewhat hard. $150Cary Salsberg-8/14/2002
4916Sarmad, I don't think that we will see much of an economic pickup. Economic Alastair McIntosh-8/14/2002
4915To All, OT: I will be off-line until for about 1 week. While I am "on vacDonald Wennerstrom-8/14/2002
4914Gottfried, Thanks for adding the graph. To me it shows that revenue follows thSarmad Y. Hermiz-8/14/2002
4913Sarmad, quick and dirty chart of the data you collected. home.attbi.com Thank yGottfried-8/14/2002
4912RtS, ><i>This cycle has barely begun Gottfried. Unfortunately we have hGottfried-8/14/2002
4911Sarmad, thank you for compiling the data. Will comment later [end]Gottfried-8/14/2002
4910Sarmad, thanks for the data. I saved it and will study later. [end]Gottfried-8/14/2002
4909>> question the validity of the analysis Kirk, I think extending this anSarmad Y. Hermiz-8/14/2002
4908Strange that they differ so much. $28M vs $115M is not small and make me questiKirk ©-8/14/2002
4907>> why? Did someone switch between GAAP, operating or EBITDA earnings? KiSarmad Y. Hermiz-8/14/2002
4906Nice table but.... You are showing Y01Q3 earnings of $28M and yet in the press Kirk ©-8/14/2002
4905I agree! The problem in my estimation is uncertainty. Backlog can be reduced or Return to Sender-8/14/2002
4904Isn't the problem with backlog that we have no visibility concerning timing?willcousa-8/14/2002
4903From Briefing.com: 8:37AM Texas Instruments: cautious comments by SG Cowen (TXN)Return to Sender-8/14/2002
4902Gottfried, an updated table of AMAT data. I added inventories. Quite possibly, Sarmad Y. Hermiz-8/14/2002
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