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Semi Equipment Analysis
An SI Board Since October 2000
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5181Nevin, I think a lot of these opinions are written by interns in training. :) G.Gottfried-8/29/2002
5180Got, I saw that on Briefing earlier and wondered the same thing. I assumed thatNevin S.-8/29/2002
5179bpNDX is at 52%, down from 58% yesterday. Aug12 Aug13 Aug14 Aug15 Aug16 Aug19 AGottfried-8/29/2002
5178Don, from briefing.com ><i>corporate spending is seeing a slight uptickGottfried-8/29/2002
5177More from Briefing.com after a brief word from our poster. NVLS reported just abReturn to Sender-8/29/2002
5176Here is Briefing.com's assessment of the NVLS mid-quarter report. <<NDonald Wennerstrom-8/29/2002
5175better download the report here Message 17933080Gottfried-8/29/2002
5174<If I have read one news snippet in the last few days about how the back to sBWAC-8/29/2002
5173Brian, Now, now, watch the blood pressure.<gg> Maybe you ought to stay aDonald Wennerstrom-8/29/2002
5172Re:<I><<Retail PC data indicates healthy back-to-school sales>>Donald Wennerstrom-8/29/2002
5171>RtS, you should wait at least an hour before countering my positive post witReturn to Sender-8/29/2002
5170RtS, you should wait at least an hour before countering my positive post with a Gottfried-8/29/2002
5169RESEARCH ALERT-UBS Warburg cuts Texas Instruments estimate Thursday August 29, Return to Sender-8/29/2002
5168I'm just amazed he apparently has no shame. Must be a symptom of that SAD diBWAC-8/29/2002
5167LOL. I believe Cramer suffers from SAD, Selective Amnesia Disorder.....one wouProud_Infidel-8/29/2002
5166Email Crammer and ask him if there will be an end of month markup on his Must OwBWAC-8/29/2002
5165****Cramer Alert**** Apparently todays rise in NVLS is an end of month markup! Proud_Infidel-8/29/2002
5164Hi Terry, "early indications of “back to school” do not appear exciting&quoGottfried-8/29/2002
5163NVLS - stuck in a limited range acc. to Maire at BS NVLS is holding its Q3 mid-Terry D-8/29/2002
51629:29AM Retail PC data indicates healthy back-to-school sales : Salomon Smith BarGottfried-8/29/2002
5161Hi G, Just checkin to see if you were awake this morning.gg Wouldn't dare robert b furman-8/29/2002
5160Bob, don't you dare! ><i>I'm feeling so good - I'm gonna goGottfried-8/29/2002
5159Right, Don't look now but August 5th Sox low of 282.75 has held up nicely. robert b furman-8/29/2002
5158Bob, A big turn around from the open this morning - 22 of the 28 stocks in the Donald Wennerstrom-8/29/2002
5157Darn computer, Must be on the fritz - every stock on my screen is in the green.robert b furman-8/29/2002
5156HI Don, If you were short the semi's this morning as all this doom and gloorobert b furman-8/29/2002
5155Brian, For awhile there this morning I thought you may be right - however, as IDonald Wennerstrom-8/29/2002
5154FWIW....... Still, Morgan said it had an "attractive view" on the semProud_Infidel-8/29/2002
5153From Briefing.com: 8:54AM Orders may be less than expected at KLA-Tencor, TeradyReturn to Sender-8/29/2002
5152Upgrade YHOO for sure. Half the cash per share of AMAT, half the current ratioProud_Infidel-8/29/2002
5151Chip weakness, GE weigh on pre-open Yahoo bucks trend amid Merrill Lynch upgradeReturn to Sender-8/29/2002
5150Hi G, We need to hug that 50 moving average - if it is to be. Bobrobert b furman-8/29/2002
5149<i>As an example, in the last 4 days, AMAT is down 18 percent, KLAC is dowProud_Infidel-8/29/2002
5148Bob and RtS and Don, for the first time since March money flow [CMF] is a green Gottfried-8/29/2002
5147RtS, [text added] I may have said bp, especially bpNYA, is slow to respond. ThatGottfried-8/29/2002
5146SHHHHH' I fear you'll create an irrational excuberence rally and I won&robert b furman-8/29/2002
5145Don and Gottfried. First Gottfried, is Zeev 80% long again? Is that what I am suReturn to Sender-8/28/2002
5144RtS, Maybe we have a little downside left on this latest downturn, but the lastDonald Wennerstrom-8/28/2002
5143RtS, I bet you don't like sky diving without a parachute either. :) A certaiGottfried-8/28/2002
5142I've tried catching too many falling knifes to go after a stock like SMTC toReturn to Sender-8/28/2002
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