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Semi Equipment Analysis
An SI Board Since October 2000
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Introduction Market Data Compact
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5381Same data as the last table, but sorted by PEG. 9/6/02 9/13/02 FST CALLDonald Wennerstrom-9/14/2002
5380This is the weekly update for the Group - not much change at the bottom line froDonald Wennerstrom-9/14/2002
5379bpNDX dropped to 34% today from 37% Aug26 Aug27 Aug28 Aug29 Aug30 Sept03 Sep04 Gottfried-9/13/2002
5378yesterday bpNDX was 37%, down 1% Aug21 Aug22 Aug23 Aug26 Aug27 Aug28 Aug29 Aug3Gottfried-9/13/2002
5377Sarmad, another thought on the $1 trillion: in Jan 2000 there was half the amounGottfried-9/12/2002
5376>> But first some of that Trillion is going to have to burn a hole in the Sarmad Y. Hermiz-9/12/2002
5375>> so the few billion reported in the story is insignificant. Gottfried,Sarmad Y. Hermiz-9/12/2002
5374Sarmad, ><i>It means a $trillion bucks is avail to flow back into the mGottfried-9/12/2002
5373<A trillion bucks could lift prices 20% to 30% easily. But only if it goes inBWAC-9/12/2002
5372>> YOU explain what it means - please. Gottfried, thanks for the chart. ISarmad Y. Hermiz-9/11/2002
5371Sarmad, here's the chart home.attbi.com YOU explain what it means - please.Gottfried-9/11/2002
5370>> One of these days I might make a chart. Gottfried, >> One of thSarmad Y. Hermiz-9/11/2002
5369Sarmad, I asked about the mm funds because without historic context [like a charGottfried-9/11/2002
5368G, <i>what does it mean? >Money market funds attract $32 bln</i>Proud_Infidel-9/11/2002
5367BWAC, shouldn't that be only 10 top reasons? LOL! [end]Gottfried-9/11/2002
5366"what does it mean? >Money market funds attract $32 bln<" 1.) FBWAC-9/11/2002
5365>> what does it mean? Gottfried, Who know what anything means, anymore! Sarmad Y. Hermiz-9/11/2002
5364Sarmad, what does it mean? ><i>Money market funds attract $32 bln</iGottfried-9/11/2002
5363bigcharts.marketwatch.com Money market funds attract $32 bln in latest week bySarmad Y. Hermiz-9/11/2002
5362bpNDX is up to 38 from 36% yesterday Aug26 Aug27 Aug28 Aug29 Aug30 Sept03 Sep04Gottfried-9/11/2002
5361bpNDX is 36%, unchanged. Aug19 Aug20 Aug21 Aug22 Aug23 Aug26 Aug27 Aug28 Aug29 Gottfried-9/10/2002
5360From Briefing.com: 5:55PM Tuesday After Hours price changes vs 4pm ET levels: XiReturn to Sender-9/10/2002
5359RtS, the bullish percent are hanging in there. Telecom has come a long way from Gottfried-9/9/2002
5358Gottfried, it would appear that the SOX could make a move higher soon. Only the Return to Sender-9/9/2002
5357Chipmaker ATI Warns on Revenue and Earnings By K.C. Swanson Staff Reporter 09/0Return to Sender-9/9/2002
5356Intel Vows to Push for Speed Gains in Coming Chips Monday September 9, 8:05 pm Return to Sender-9/9/2002
5355bpNDX unchanged at 36% today Aug12 Aug13 Aug14 Aug15 Aug16 Aug19 Aug20 Aug21 AuGottfried-9/9/2002
5354OT - Everything that government does is said by the politicians to be "whatwillcousa-9/9/2002
5353From Briefing.com: 12:50PM Motorola: positive comments from Morgan Stanley (MOT)Return to Sender-9/9/2002
5352OT Thank you for a personal elaboration of my #3.<g>Cary Salsberg-9/9/2002
5351OT: Government spending at the local level is held hostage by fringe groups. GKirk ©-9/9/2002
5350RE: "A government job is an allocation of dollars to something that politicCary Salsberg-9/9/2002
5349A government job is an allocation of dollars to something that politicians want.willcousa-9/9/2002
5348From Briefing.com: 8:57AM Cymer reaffirms Q3; outlook for Q4 below consensus (CYReturn to Sender-9/9/2002
5347RE: "...poor grammar and improper spelling..." I was not referring toCary Salsberg-9/9/2002
5346Cary, I am not upset. I did say what I meant to say though. I think you are an eReturn to Sender-9/9/2002
5345>> He reported that while <b>fab utilization fell to as low as 30 peSarmad Y. Hermiz-9/8/2002
5344RE: "But I think you need to work on your ability to tolerate other opinionCary Salsberg-9/8/2002
5343IC forecasts include more bull than bear By Nicolas Mokhoff and Mark LaPedus EEReturn to Sender-9/8/2002
5342Electronic's Market Outlook: Message 17967854Return to Sender-9/8/2002
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