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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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5221This is the same data sorted by PEG. 8/23/02 8/30/02 FST CALL NEXDonald Wennerstrom-8/30/2002
5220The "shorters" made lots of money this week. The Group is down 10 perDonald Wennerstrom-8/30/2002
5219bpNDX unchanged at 52% Aug12 Aug13 Aug14 Aug15 Aug16 Aug19 Aug20 Aug21 Aug22 AuGottfried-8/30/2002
5218You are right - that call is going to be <B>crucial</B>. Not only wDonald Wennerstrom-8/30/2002
5217Don, "cheating a little bit" is unacceptable from YOU. After all, you&Gottfried-8/30/2002
5216You are right Gottfried. I "cheated" a little bit in going all the waDonald Wennerstrom-8/30/2002
5215Don, there's an important update next Thursday... Intel Mid-Quarter BusinesGottfried-8/30/2002
5214While I was responding to BWAC's post, you were doing so as well. Thanks foDonald Wennerstrom-8/30/2002
5213Don, the SEMI bookings low was in Nov'01. I guess it's too much to ask oGottfried-8/30/2002
5212They are not looking at the recent data on this one, but I think they are "Donald Wennerstrom-8/30/2002
5211BWAC, good catch. I would hope an orders bottom has been seen months ago, Nov 20Gottfried-8/30/2002
5210<the stocks will "likely tread water until signs of an order bottom emerBWAC-8/30/2002
5209Don, my worst case scenario calls for only a 20% drop from here for the SOX. On Return to Sender-8/30/2002
5208<I>Here is an article sort of summarizing the present situation from Dow JDonald Wennerstrom-8/30/2002
5207RE: "Cramer" You showed his list of "technology" stock recoCary Salsberg-8/30/2002
5206No more agenda than the other hundreds of Financial Terrorists that get paraded BWAC-8/30/2002
5205I, too, have wondered about Cramer's incessant harping on AMAT. There are hupompsander-8/30/2002
5204<i>Street.com motto still "Ignore us at your peril"? </i> Proud_Infidel-8/30/2002
5203Brian, is the Street.com motto still "Ignore us at your peril"? I checGottfried-8/30/2002
5202I have seen an article from from him nearly every day(no I do not pay!) from himProud_Infidel-8/30/2002
5201Is he that obsessed with AMAT that it makes a <I> daily </I> appearaBWAC-8/30/2002
5200**Idiot Alert of the Day** Apparently the market prices in worst case scenario fProud_Infidel-8/30/2002
5199Some of the sites I check for technical analysis of the market have suggested a Return to Sender-8/30/2002
5198Don the market lost so much ground before yesterday that we remain oversold on aReturn to Sender-8/30/2002
5197Good Morning RtS, Since I'm looking for anything positive - Nvls up with nerobert b furman-8/30/2002
5196Apparently that is what we needed - some more downgrades so the stocks could ralDonald Wennerstrom-8/30/2002
5195So far the premarket does not look too bad. Maybe we drop a bit and then rally? Return to Sender-8/30/2002
5194RtS, Well, I guess the jury is still out on what is going to happen next. TomoDonald Wennerstrom-8/30/2002
5193RtS, yesterday you saw "All bad and looking to get worse" and today &qGottfried-8/29/2002
5192This post you wrote was hilarious Don. I mean truly great humor. I've been wReturn to Sender-8/29/2002
5191Dale, I'm glad to see you are going to "pitch in" and help NVLS oDonald Wennerstrom-8/29/2002
5190It makes a lot of sense to me. If I still had kids in high school, I would wantDonald Wennerstrom-8/29/2002
5189Don, you can have my beers, too. Doctor's orders. :) Speaking of cell phonesGottfried-8/29/2002
5188Gottfried, <I><<The editor hands the intern a company press releaseDonald Wennerstrom-8/29/2002
5187Jeez!...................I haven't bought any Novellus stuff lately, either. Dale Knipschield-8/29/2002
5186Gottfried, Now here's a guy that we could sit down and have a beer with, anDonald Wennerstrom-8/29/2002
5185Don, funniest post I've seen all week! :) I truly believe many of the discusGottfried-8/29/2002
5184Gottfried, You don't have a little laboratory stashed away in your house soDonald Wennerstrom-8/29/2002
5183Don, are you sitting down? Good. A little cheer from Barron's <i>We&#Gottfried-8/29/2002
5182RtS, As always, thanks for the fine synopsis, this day and every day - you don&Donald Wennerstrom-8/29/2002
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