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Semi Equipment Analysis
An SI Board Since October 2000
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5621>Inventories are "pretty stable" he said. "We expect in OctobeSarmad Y. Hermiz-9/24/2002
5620Here is the general commentary from Briefing.com tonight. <<General CommeDonald Wennerstrom-9/24/2002
5619Awesome! I think I'm gonna get me a 14oz coffee mug.XBrit-9/24/2002
5618Xbrit, you can buy all sorts of stuff cafeshops.com G.Gottfried-9/24/2002
5617Re hats... Somebody told me that the Zeev dude was, like, wearing a bullhorn on XBrit-9/24/2002
5616That seems to be a big discrepancy for GE! I wouldn't have thought that forDonald Wennerstrom-9/24/2002
5615Don, you got me looking at tangible book value and GE is not doing well there eiGottfried-9/24/2002
5614RtS, why did you never become an analyst? Anyway, I found the perfect hat for alGottfried-9/23/2002
5613Sure I can make that negative easy. >"We expect in October, November we Return to Sender-9/23/2002
5612RtS, can you or anyone try to spin this negatively? ><i>Inventories areGottfried-9/23/2002
5611Some good news Don. TXN says they will still meet their estimates... I think. Return to Sender-9/23/2002
5610The bad news just keeps on coming. They have a nice way of making sure that 2 oDonald Wennerstrom-9/23/2002
5609Novellus CFO says orders could be at low-end of range Monday September 23, 9:18Return to Sender-9/23/2002
5608Briefing.com stuff below but first... I agree with Justa, no matter what, we wilReturn to Sender-9/23/2002
5607bpNDX fell to 24% 'bear confirmed' stockcharts.com Recall that bpNDX wasGottfried-9/23/2002
5606Hi Justa, Just read somewhere that electronic inventory is at a 20 or 25 year lrobert b furman-9/23/2002
5605Donald: My bet is that you get your rally no matter what Greenspan does even thoJusta Werkenstiff-9/23/2002
5604Just a quick follow up to the last note - while I was listening to the TV commenDonald Wennerstrom-9/23/2002
5603RTS: Well, they all hate them now. These guys are useless. Geez, many of us knewJusta Werkenstiff-9/23/2002
5602RtS, It would be a good time tomorrow for Alan Greenspan and company to give a Donald Wennerstrom-9/23/2002
5601Negative Outlooks Slams Tech Stocks Monday September 23, 4:21 pm ET By Ben BeReturn to Sender-9/23/2002
5600Neat - fast stochastic spike down resulted in no negative impact on price (NAZ) robert b furman-9/23/2002
5599Great post I just sent you the same note.ggg Bobyrobert b furman-9/23/2002
559850 1 minute moving average going up on Sox and flatlining with Naz - should turnrobert b furman-9/23/2002
5597Robert, we have the start of a rally. It took several tries but the NASDAQ is noReturn to Sender-9/23/2002
5596C: Chart is justa guide.Justa Werkenstiff-9/23/2002
5595HI RtS 10 minute ma crossing over the 50 ma !! Go Baby Go !! Bobrobert b furman-9/23/2002
5594Brian the fact that the VIX has not risen more indicates a couple of things. FirReturn to Sender-9/23/2002
5593HI Brian, Yeah - I was hoping for 150!! <snort> Actually I think 46 is probert b furman-9/23/2002
5592Hi RtS, I'm not looking for the great turnaround - but a firming of the botrobert b furman-9/23/2002
5591HI Mike, You may well be right.But I see some very short term firming going on robert b furman-9/23/2002
5590Anyone else surprised we did not see a bigger pop in the VIX breaking through toProud_Infidel-9/23/2002
5589We should get a short term bounce any time in here Robert but it's not goingReturn to Sender-9/23/2002
5588I disagree. Mainly because it's too early to say the the DOW has finished iThe Ox-9/23/2002
5587Hi Rts, Well with AMAT,KLAC,(Intc and Nvls spike low at open and haven't rerobert b furman-9/23/2002
5586The only "good news", and this is strictly from a contradictory view, The Ox-9/23/2002
5585Bob, reason is out - reaction is in. The SV newspaper's top story today compGottfried-9/23/2002
5584I think you are right about waiting on VECO, that last acquisition was a big onZeev Hed-9/23/2002
5583Justa, thanks for the charts (SOX and SOX/SP). I do not think, however, that 199chainik-9/23/2002
5582We probably go as low on the sox as went high in the bubble and it will probably16yearcycle-9/23/2002
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