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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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5101bpNDX is 59%, down from 60% Friday. [There is no change visible on the PnF chartGottfried-8/26/2002
5100From Briefing.com: 11:53AM Intraday support for Nasdaq at 1354/1350 1361 -19: 1Return to Sender-8/26/2002
5099>> hells bells, launching our one way trip down the river Styx. Hey Warp,Sarmad Y. Hermiz-8/25/2002
5098Don, just remember Mary Meeker and Jack Grubman were considered very good analysGottfried-8/25/2002
5097Yes, you caught that didn't you?<gg? These guys are really good. But seDonald Wennerstrom-8/25/2002
5096Don, so they all have visibility for next year now. [end]Gottfried-8/25/2002
5095Here is the same type of data for the SOX. It shows the same general characteriDonald Wennerstrom-8/25/2002
5094Here is a cut at the earnings revision situation from a little different perspeDonald Wennerstrom-8/25/2002
5093Don, good work again! Your table puts the up/down revisions we see piecemeal in Gottfried-8/25/2002
5092For the record, the following is the General Commentary from Briefing.com. <Donald Wennerstrom-8/25/2002
5091The same phenomenon for the SOX holds true as for the Group, although this is cDonald Wennerstrom-8/25/2002
5090Even though there has been a lot earnings estimate reductions for the Group latDonald Wennerstrom-8/25/2002
5089RE: "There is no killer app out there..." The "killer app" Cary Salsberg-8/25/2002
5088The following table suppossedly measures "momentum". The data is froDonald Wennerstrom-8/25/2002
5087RtS, I'm with Gottfried on this one. The negativity out there is too much.Donald Wennerstrom-8/25/2002
5086Gottfried, it's still a long time before the end of October much less next yReturn to Sender-8/25/2002
5085RtS, IMO a very good assessment of last weeks action. I really liked some of tDonald Wennerstrom-8/25/2002
5084Yes, I was able to view the data. It still looks pretty good. This week shouldDonald Wennerstrom-8/25/2002
5083RtS, I hear you but too many are expecting an October debacle. Not to speak of tGottfried-8/25/2002
5082At this point I am looking at it as a contrarian indicator. I would expect that Return to Sender-8/25/2002
5081RtS, bpNDX will probably stall between 70 and 80%, but stocks could continue to Gottfried-8/25/2002
5080Gottfried, although the bpNDX does not appear historically overextended at 60 thReturn to Sender-8/25/2002
5079Don, I'm not sure if non-subscribers can see, but it helps to check all the Gottfried-8/25/2002
5078Don, bpNDX would not be absolutely overextended until it reaches between 70 to 8Return to Sender-8/25/2002
5077The bpNDX data you have been posting seems to be a very good indicator of marketDonald Wennerstrom-8/25/2002
5076Maybe its time to short NVDA and stay with it a while. The 6 month chart showsReturn to Sender-8/25/2002
5075Some very good market technical analysis here from Amateur-Investors.com. Click Return to Sender-8/24/2002
5074Hi RtS, I've searched the world over for the Holy Graile. Alas it is not trobert b furman-8/24/2002
5073Robert you could be right. In fact I will go as far as to say in the short term Return to Sender-8/24/2002
5072Hi RtS, I give a level of reasonableness to your 242 call for the Sox. On the robert b furman-8/24/2002
5071Hi RtS, stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUi14,3!Ul14]&prrobert b furman-8/24/2002
5070I discovered an error in the Group revenue table. Somehow, the column totals arDonald Wennerstrom-8/24/2002
5069This is the follow-up table for the SOX on Net Income. The latest quarter looksDonald Wennerstrom-8/24/2002
5068Since I started the process on the Group, I thought I might as well continue witDonald Wennerstrom-8/24/2002
5067Don, anyway, I have no problem with IE6 reading your tables. Gottfried [end]Gottfried-8/24/2002
5066Kirk, I just looked at the e-mail you sent to me and it came through perfectly.Donald Wennerstrom-8/24/2002
5065I just sent you an email with what worked well for me. for the others: <I&gKirk ©-8/24/2002
5064Gottfried, Your post of the table looks quite bad on my browser now - I would sDonald Wennerstrom-8/24/2002
5063Kirk, Thanks for the ideas and positive comments. I will try to do a little exDonald Wennerstrom-8/24/2002
5062Kirk and Don, I copied from Don's post and pasted into 1-2- 3. Then I copiedGottfried-8/24/2002
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