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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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5501net cost - cumulative sum 4% of the cumulative sum was invested at year end Cary Salsberg-9/20/2002
5500If you look at my "BLOOD" thread circa 1996, I divided the semi-equipsCary Salsberg-9/20/2002
5499thanks Carl. the total net cost calc is a cumulative sum i imagine, starting froNancy-9/20/2002
5498Cary, I initiated a very small position in LLTC today. But I am curious as to Proud_Infidel-9/20/2002
5497RE: "...but exactly how much you are above from your total net costs ? as oCary Salsberg-9/20/2002
5496From Briefing.con: MU Micron estimates cut at Bear Stearns (15.28) Bear StearnsReturn to Sender-9/20/2002
5495but exactly how much you are above from your total net costs ? as of today ?Nancy-9/20/2002
5494My strategy is Buy Low, Sell High, but you can't buy at the bottom or sell aCary Salsberg-9/20/2002
5493new SEMI charts [look at price vs btb or vs bookings.] home.attbi.comGottfried-9/19/2002
5492LSI annual report in PDF format: (Note page 7 - fairly extensive product list) lThe Ox-9/19/2002
5491<i>Suppliers remain uncertain on outlook for 2003 By Mike Clendenin EE The Ox-9/19/2002
5490I certainly agree with you. <I><<I think Briefing.com gets overly bDonald Wennerstrom-9/19/2002
5489Good post Kirk. What you had to say points out once again something that I have Return to Sender-9/19/2002
5488<I> Don, terrific work as usual. Those tables clearly show why Cary is secKirk ©-9/19/2002
5487Don, terrific work as usual. Those tables clearly show why Cary is secure about Return to Sender-9/19/2002
5486And then finally, the table showing Net Income divided by Revenue in percent. HDonald Wennerstrom-9/19/2002
5485The following is the Quarterly Net Income for the SOX. NET INCOME BY QUARTER Donald Wennerstrom-9/19/2002
5484I recently posted some data on the Group having to do with Quarterly Revenue, NeDonald Wennerstrom-9/19/2002
5483Don, yes - a stock can remain a PnF buy until it goes below the last prior columGottfried-9/19/2002
5482Stocks Plunge On EDS Warning by Paul Shread internetstockreport.com September Return to Sender-9/19/2002
5481>I looked at the chart. I can only conclude that "most of my other favorReturn to Sender-9/19/2002
5480RE: "I like the chart better than most of your other favorites right now&quCary Salsberg-9/19/2002
5479Cary, I went long on LLTC today. I like the chart better than most of your otherReturn to Sender-9/19/2002
5478Gottfried, After a day like today, I am surprised it is not approaching "zDonald Wennerstrom-9/19/2002
5477RE: "Analog Semis : Soundview follows the lead of other analysts and cuts QCary Salsberg-9/19/2002
5476From Briefing.com: 6:07PM Thursday After Hours price changes vs 4pm ET levels: UReturn to Sender-9/19/2002
5475This "weekly data"(not all intervals are 1 week) goes back over a yearDonald Wennerstrom-9/19/2002
5474Michael, thanks much for posting the reports on Xylinx and LSI. I like them bothSarmad Y. Hermiz-9/19/2002
5473bpNDX fell to 29% today Sept03 Sep04 Sep05 Sep06 Sep09 Sep10 Sep11 Sep12 Sep13 Gottfried-9/19/2002
5472Yes, what a difference a good report makes(QCOM). As I look at NASDAQ AH most aDonald Wennerstrom-9/19/2002
5471RE: "...structural issues..." Care to elaborate?Cary Salsberg-9/19/2002
5470Compare XLNX report to this one on LSI to see the major differences in the 2 comThe Ox-9/19/2002
5469Here's what S+P has to say about XLNX, fwiw: <i>Sub-Industry: SemicoThe Ox-9/19/2002
5468Qualcomm surges in late trade rally Jabil jumps, 3Com slumps following earnings Return to Sender-9/19/2002
5467CSFB has indeed been negative on the SCE sector since Aug 2001. Their mistake waAlastair McIntosh-9/19/2002
5466RE: "I always seemed to find it expensive." I rate AMAT and XLNX 1,2 Cary Salsberg-9/19/2002
5465Good site Gottfried. I just bookmarked it: schaeffersresearch.com The InternetReturn to Sender-9/19/2002
5464I'm not real familiar with XLNX. Other than I always seemed to find it expenBWAC-9/19/2002
5463I think you should look at LSI and XLNX more closely. I don't know where yoCary Salsberg-9/19/2002
5462RE: "...along with everyone else." XLNX made a multi-year low becauseCary Salsberg-9/19/2002
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