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Semi Equipment Analysis
An SI Board Since October 2000
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5461>> On XLNX. If LSI can be $6, then I see no reason XLNX can't be $6 asSarmad Y. Hermiz-9/19/2002
5460Sarmad, On XLNX. If LSI can be $6, then I see no reason XLNX can't be $6 as BWAC-9/19/2002
5459Cary, My apologies to distract you from the other debate, but what the hell is Sarmad Y. Hermiz-9/19/2002
5458Brian, I am fully invested and suffering, but I think you are wrong. It is a lCary Salsberg-9/19/2002
5457<i>Listen to these people at your own risk. They are serving somebody, butAlastair McIntosh-9/19/2002
5456Thanks for the post. CSFB has been very negative on the semi-equips for some tiDonald Wennerstrom-9/19/2002
5455<i>Remember that book-to-bill is a lagging indicator </i> How is thProud_Infidel-9/19/2002
5454RtS, equity P/C ratio: Schaeffer uses a 21 day ma and compares to the SP100 schaGottfried-9/19/2002
5453CSFB on BTB: <b> SEMI August BTB ahead of expectations, but lagging realitAlastair McIntosh-9/19/2002
5452I agree with you about the rally coming soon. Hard to tell just when, however. Donald Wennerstrom-9/19/2002
5451A note from Briefing.com on the btb: 8:40AM August semi book-to-bill better thanReturn to Sender-9/19/2002
5450Yes, there is always an "angle" certain people can use when they are tDonald Wennerstrom-9/18/2002
5449Don, that must have been a lot of work. Thank you. Nikkei up big time on BoJ buyGottfried-9/18/2002
5448This is a follow-up table that uses the information in the previous table on quaDonald Wennerstrom-9/18/2002
5447Here is the "take" by Marketwatch.com on the BtB. They have a "nDonald Wennerstrom-9/18/2002
5446Today's Briefing.com Semi Related News plus other items likely to effect traReturn to Sender-9/18/2002
5445Anyway, I need to reset my buying levels once more. About a year ago I said my bXBrit-9/18/2002
5444bpNDX dropped to 31% today. The buys below... Aug30 Sept03 Sep04 Sep05 Sep06 SeGottfried-9/18/2002
5443Many thanks Gottfried! DonDonald Wennerstrom-9/18/2002
5442It has been my experience that almost every month the Bookings and Billings fromDonald Wennerstrom-9/18/2002
5441Don, here's the most important chart home.attbi.com Compares well to prior Gottfried-9/18/2002
5440This is the update of the "positive and negative" cycles. 141M was addDonald Wennerstrom-9/18/2002
5439This is the BtB table updated with the newly released data. Donald Wennerstrom-9/18/2002
5438Gottfried, No alert, I just kept checking about every 5 minutes - they have beenDonald Wennerstrom-9/18/2002
5437ExBrit Pitzer had $1-$1.05 vs $1.14. Using the midpoint he was wrong by 12+ centmichael97123-9/18/2002
5436SEMI revised the July btb up from 1.16 to 1.22, so the sequential drop July-to-AXBrit-9/18/2002
5435Don, did you have an alert set? :) Nice numbers, given the gloomy predictions. MGottfried-9/18/2002
5434Well, Mr. Pitzer missed it. The BtB is 1.14. dom.semi.org!OpenDocument DonDonald Wennerstrom-9/18/2002
5433The following is a "guess" by CSFB on the BtB to be released tonight. Donald Wennerstrom-9/18/2002
5432Using these past 2 tables, net income is divided by revenue to determine net proDonald Wennerstrom-9/18/2002
5431The following is the table for net income for the last 5 quarters. NET INCOMEDonald Wennerstrom-9/18/2002
5430Since I just finished posting revenue, net income, etc on a 5 year basis, I usedDonald Wennerstrom-9/18/2002
5429Actually they are both extremely intelligent, honest, hard working guys. White hTerry D-9/18/2002
5428<I know they are not covering a share.> I hope they don't. Ever. PackBWAC-9/18/2002
5427It said it was Greenberg's best source - so that probably means Rocker or CoTerry D-9/18/2002
5426A very nice call to be sure. I've been trying to trade these things on the lBerk-9/18/2002
5425How right was that nameless short?Terry D-9/18/2002
5424There are few things more unjust IMHO.Proud_Infidel-9/18/2002
5423Don't beat around the bush BWAC, tell us how ya really feel! <g> Advadvocatedevil-9/17/2002
5422They aren't paid for their brilliance, they are paid well to be a lying thieBWAC-9/17/2002
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