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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
96225 488 0 SOXX
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Introduction Market Data Compact
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5261RE: "...little likelihood that my shares will be called away..." My cCary Salsberg-9/2/2002
5260Hi Bob, It looks like DUV lithography has one more level, 157nm. I think that Cary Salsberg-9/2/2002
5259I don't know who uses PEG. I was referring to analysts' use of P/B. ThCary Salsberg-9/2/2002
5258Monthly [not 3 month average] ww chip sales data is available from SIA as a pdf Gottfried-9/2/2002
5257Gene, how are you doing these days, day trading? Are you up or down since the buH James Morris-9/2/2002
5256Cary, you said ><i>I want to sell way out of the money, ~6 month covereGottfried-9/2/2002
5255OT: pm's still not working for me so I apologize to all. I have sent G som16yearcycle-9/2/2002
5254Eugene, I just checked and one pdf arrived. Thank you. PMs on SI seem to work agGottfried-9/2/2002
5253ot: g, I have continued to play with the email....get anything yet?16yearcycle-9/2/2002
5252Is Today's Market Fairly Valued? businessweek.com The numbers tell veterReturn to Sender-9/2/2002
5251Hi BWAC, I apologize - I'll go back to lurk. Bobrobert b furman-9/2/2002
5250Hi Cary, The reasoning behind entering the back end of the business is to "robert b furman-9/2/2002
5249Cary: Re: "The prices have moved toward cycle bottom valuations and analystJusta Werkenstiff-9/2/2002
5248RE: "I have long been a forecaster of either AMAT or A buying out Cohu as tCary Salsberg-9/1/2002
5247Gottfried, <I><<Fun to click around there.>></I> Yes, Donald Wennerstrom-9/1/2002
5246Bob, <I><<These capital expenditure plans are very long term pathwaDonald Wennerstrom-9/1/2002
5245>> Good luck I hope you made a fortune. No. I just slosh the same millioSarmad Y. Hermiz-9/1/2002
5244Sarmad, are you still day trading tech's? I thought you shorted broken down H James Morris-9/1/2002
5243Stop it Robert, you are thinking to far ahead and making sense.BWAC-9/1/2002
5242Don, industry performance can be checked here for various time periods [I think Gottfried-9/1/2002
5241HI Cary, Bank One estimates that the recent wave of refinancings will unleash 4robert b furman-9/1/2002
5240Bob, ><i>is it right that this would in fact skew the ratio up?? ie booGottfried-9/1/2002
5239Hi Don, Recent articles indicating increased Capex by leaders like Samsung (I trobert b furman-9/1/2002
5238Hi RtS, I've watched A for quite some time now. This is the only IPO I'robert b furman-9/1/2002
5237Their bearish views sound reasonable and convincing - and then you find out theysemi_infinite -8/31/2002
5236Gottfried, You may find this site informative. huduser.org --------------------Sarmad Y. Hermiz-8/31/2002
5235Sarmad, another useful indicator stockcharts.com[w,a]waclniay[pb50!b200!d20,2][vGottfried-8/31/2002
5234RE: "S&P 500 selling at 34 trailing and 27 forward compared to 15 histoCary Salsberg-8/31/2002
5233Steven, these are incredible statistics. I might even dare to say not credible Sarmad Y. Hermiz-8/31/2002
5232Barrons article notes:http://www.siliconinvestor.com/readmsg.aspx?msgid=17939889Steven C. Vartan-8/31/2002
5231Charlie Minter and Marty Weiner are not the only bears around. Harry Newton is aRMP-8/30/2002
5230I'm very interested G. Please post whatever you can on that interview. ThanReturn to Sender-8/30/2002
5229Barron's will present us with another bearish interview - online tomorrow...Gottfried-8/30/2002
5228BWAC- You ask some tough questions - don't you?<gg> FWIW here is my Donald Wennerstrom-8/30/2002
5227This is the same yearly comparison for the SOX. 12/31/01 8/30/02 FDonald Wennerstrom-8/30/2002
5226This week marks the close of August. We are two thirds the way through 2002. TDonald Wennerstrom-8/30/2002
5225<the Bookings have recently nearly doubled since that period> And AMAT haBWAC-8/30/2002
5224So if bookings fall back to lows like they theorize, does AMAT go back to $20+ lBWAC-8/30/2002
5223Same SOX data sorted by PEG. 8/23/02 8/30/02 FST CALL NEXT FST CDonald Wennerstrom-8/30/2002
5222This is the data for the SOX, down a little further than the Group at 11 percentDonald Wennerstrom-8/30/2002
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