Semi Equipment-Sell when they're singing in the streets

STOCKTALK

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-Sell when they're singing in the streets

An SI Board Since February 2000

Posts	SubjectMarks	Bans
276	46	0

Emcee: Pink Minion	Type: Unmoderated

Introduction Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
51	A possible sign of the top in prices in the sector? We're now seeing more	Q.	-	4/12/2000
50	I'm not too sure I'd place a lot of weight on the MOT statements. Give	WTSherman	-	4/12/2000
49	MOT reported components shortage in yesterday's report. To have a market t	Pink Minion	-	4/12/2000
48	FL, yeah, I charted the new number with the SEMI orders... geocities.com G	Gottfried	-	4/11/2000
47	Old news but I don't remember it being posted here: semiconductor.net The	FLSTF97	-	4/11/2000
46	D, you said ><i>I would agree that the ratio represented by the red ba	Gottfried	-	3/29/2000
45	I would agree that the ratio represented by the red bars is probably one of the	Q.	-	3/29/2000
44	That is a frightening chart.	Terry D	-	3/29/2000
43	John, you're right. I knew they were different ratios but never mentioned i	Gottfried	-	3/29/2000
42	Gottfried, Careful, I think you might be misinterpreting the data in Fatboy	John Cuthbertson	-	3/29/2000
41	Fatboy, amazing! The ratio is close to 50% each year. Thanks for the data. Good	Gottfried	-	3/29/2000
40	Gottfried, I'm not aware of any such public compilation but these are hist	FLSTF97	-	3/29/2000
39	Bruce, re ><i>if capital spending as a percentage of semiconductor rev	Gottfried	-	3/29/2000
38	>>What do you think is the #1 sign of a top? I feel it's the fab an	BMcV	-	3/29/2000
37	<i> As the title for this thread clearly warns us, "Sell when they a	Pink Minion	-	3/25/2000
36	ex, beware of Lehman recs near a top! Excerpt from a Barron's article... &	Gottfried	-	3/25/2000
35	Andrew, I am interested in your publication. Please respond with the price and	heavenly	-	3/24/2000
34	My apologies but timing was real bad. We took the kids on vacation on 3/8 and r	Andrew Vance	-	3/15/2000
33	You would be surprised to see how light the equipment investments are these day	Andrew Vance	-	3/15/2000
32	<i> to trigger a good number of our LLTs </i> ??????? ---- Nat	Pink Minion	-	3/9/2000
31	New Fab 8 inch Message 13094706 Averaging what? 1 a week?	Pink Minion	-	3/8/2000
30	LLTS?	Terry D	-	3/8/2000
29	I couldn't agree with you more. I sell when the boys on the street are swin	Andrew Vance	-	3/8/2000
28	Insider sales are picking up. E.G., insider sales at NVLS last month in dollar	Sam Citron	-	3/6/2000
27	I have been inside fabs for more then 20 years and they are a pretty site<GG	Andrew Vance	-	3/5/2000

Go to reply# or date (mm/dd/yy):