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
4981Chips bounce as AMD helps set pace marketwatch.com By August Cole, CBS.MarketReturn to Sender-8/21/2002
4980<i>That being said I think the VIX is still stretched a bit too much belowProud_Infidel-8/21/2002
4979Don, I agree that the major impetus behind cutting ratings in the group is to alReturn to Sender-8/21/2002
4978RtS, The "houses" are still at it - trying to paint a bleak picture fDonald Wennerstrom-8/21/2002
4977From Briefing.com: 7:46AM Lehman remains cautious on semi equipment : Following Return to Sender-8/21/2002
4976<I><<Maybe we should pay more attention to 'backlog change'.Donald Wennerstrom-8/21/2002
4975Gottfried, <I><<Even if we had monthly data, would we do anything dDonald Wennerstrom-8/21/2002
4974Here is the table for the SOX last week. Note how the 4 semi-equips were trailiDonald Wennerstrom-8/21/2002
4973Ian, [txt added at bottom] ><i>I'd really hate to see analysts subsGottfried-8/21/2002
4972Monthly numbers are available from VLSI Research. For a price. They're notIan@SI-8/21/2002
4971A little late, but here are the results for last week. 8/9/02 8/16/02 Donald Wennerstrom-8/21/2002
4970The stock being discussed by FreeRealTime is... stockcharts.com[h,a]daclyyay[pbReturn to Sender-8/21/2002
4969Don, I don't think you'll find monthly SEMI data on the public web site.Gottfried-8/21/2002
4968RtS, wasn't there a study recently saying H&S doesn't work? I draw tGottfried-8/20/2002
4967Cary, For a quick answer to your question - I have not found a way to get that Donald Wennerstrom-8/20/2002
4966Is there any way to get monthly bookings? If bookings are monotonic, a moving aCary Salsberg-8/20/2002
4965I've been burnt so many times buying prematurely in this bear market that I Return to Sender-8/20/2002
4964RtS, live a little and buy the dips - with tight stops. EMC was strong today. I Gottfried-8/20/2002
4963Kulicke stock drops, weak day for chip equipment biz.yahoo.com (updates with cReturn to Sender-8/20/2002
4962From Briefing.com: 6:08PM Semi book to bill falls to 1.16 : Semi equipment indusReturn to Sender-8/20/2002
4961RtS, Nasdaq managed to add to bp today and is solidly 'bull alert' now. Gottfried-8/20/2002
4960Gottfried and Don. Thank you for updating the charts and tables for us. Great woReturn to Sender-8/20/2002
4959Investor Profile: Fleckenstein bets against tech By Deepa Babington biz.yahoo.cReturn to Sender-8/20/2002
4958This is an update on the table for backlog cycles. Monthly Backlog Numbers($M)Donald Wennerstrom-8/20/2002
4957This is the resultant BtB from the previous tables. Book Donald Wennerstrom-8/20/2002
4956Okay - Here are the tables. Bookings YR YR YR YR Donald Wennerstrom-8/20/2002
4955link to SEMI charts. home.attbi.com The key chart is home.attbi.com Note how tGottfried-8/20/2002
4954SEMI's July book-to-bill hits 1.26 in weak market By Semiconductor BusinessSemiBull-8/20/2002
4953RtS, I'll have the charts up within the hour. G. [end]Gottfried-8/20/2002
4952Highly unusual for the numbers to be out this early isn't it? It sure seems Return to Sender-8/20/2002
4951RtS, did you lurk on the SEMI site? :) Not bad, billings 7.3% higher means higheGottfried-8/20/2002
4950North American Semiconductor Equipment Industry Posts July 2002 Book-to-Bill RatReturn to Sender-8/20/2002
4949bpNDX rose to 56 from 55% yesterday Aug01 Aug02 Aug05 Aug06 Aug07 Aug08 Aug09 AGottfried-8/20/2002
4948Book to Bill due out tonight. From Briefing.com: 3:42PM Semi Equipment Book-to-BReturn to Sender-8/20/2002
4947From Briefing.com: 12:42PM Semiconductor Sector: The semiconductor sector has beReturn to Sender-8/20/2002
4946It's been fine for me too Brian. Try clearing your computer cache and changiReturn to Sender-8/20/2002
4945>> Has anyone else been having trouble accessing Yahoo the past 2 days? Sarmad Y. Hermiz-8/20/2002
4944Has anyone else been having trouble accessing Yahoo the past 2 days?Proud_Infidel-8/20/2002
4943From Briefing.com: PMCS PMC-Sierra to hold conference call at 1:30 (9.07) Co wReturn to Sender-8/20/2002
4942From Briefing.com: 5:31PM After Hours Monday Changes vs the 4 pm close: A weakerReturn to Sender-8/19/2002
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