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Semi Equipment Analysis
An SI Board Since October 2000
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5701RE: ""next year" is important to investors..." I agree. I Cary Salsberg-9/28/2002
5700I spent 16 years in EDA. The core software business is relatively low growth, haXBrit-9/28/2002
5699Zeev, I will happily consider any growth rates you find or forecast, but our priCary Salsberg-9/28/2002
5698A recent news release discussed Mentor's support for ALTR's new low pricCary Salsberg-9/28/2002
5697I think that we have enough threads, and FA needs to be discussed along with theCary Salsberg-9/28/2002
5696RE: "...do not use latest technology..." You are of course referring Cary Salsberg-9/28/2002
5695I don't expect to add any for this next up cycle.Cary Salsberg-9/28/2002
5694<i>Re: Analysts pretend they can see "next year", but I don'Alastair McIntosh-9/28/2002
5693kdavy, few minor questions. Conducting electrons (or for that matter, "holZeev Hed-9/28/2002
5692Cary, you may want to look not only at the size of a market for chips, but also Zeev Hed-9/28/2002
5691<I>FTT : I am working with an hypothesis lurking in the back of my mind. TKirk ©-9/28/2002
5690Carl shoould we have a FA thread? Besides nanotech there are other approaches Will Lyons-9/28/2002
5689edit: Semi's: The two companies that design solutions for interface with thekdavy-9/28/2002
5688Thanks for the summary. Any other companies you are looking at now to add to thimichael97123-9/28/2002
5687RE: "Why is this group the best..." 1. 15 to 25 year track records ofCary Salsberg-9/28/2002
5686In 1996, on the "BLOOD" thread I had a list of 8 semi-equips. Now, myCary Salsberg-9/28/2002
5685To get everyone started on this topic, a link to an upcoming conference on nanotkdavy-9/28/2002
5684FTT: the PC I see PC growth driven by hardware rather than the traditional softCary Salsberg-9/28/2002
5683Cary, I second everything you said about the contribution of many members. Herekdavy-9/28/2002
5682FTT: the PC Recently, there has been much conjecture about the growth rates of Cary Salsberg-9/28/2002
5681Cary, You have recommended 8 stocks i believe. Based on the slow growth deflatiomichael97123-9/28/2002
5680"A Call to Arms" This thread, the "AMAT thread", the "Cary Salsberg-9/28/2002
5679This is the update of the SOX for the week - it is down 1 percent while the NASDDonald Wennerstrom-9/27/2002
5678Here is the update for the Group this week. Five stocks were up, 3 were unchangDonald Wennerstrom-9/27/2002
5677bpNDX unchanged at 22% Sep09 Sep10 Sep11 Sep12 Sep13 Sep16 Sep17 Sep18 Sep19 SeGottfried-9/27/2002
5676<After watching biotech for 6 months> Biotech is the original dotcom scamBWAC-9/27/2002
5675After watching biotech for 6 months, I concluded that the industry is mostly a vCary Salsberg-9/27/2002
5674RE: "Next year looks bleak." Analysts pretend they can see "nextCary Salsberg-9/27/2002
5673I think you can say the same for biotech. It is not "if" but "whwillcousa-9/27/2002
5672Generally agree for the SCE group. Next year looks bleak. For a while this year Alastair McIntosh-9/27/2002
5671From Briefing.com: S&P futures vs fair value: -7.5. Nasdaq futures vs fair vReturn to Sender-9/27/2002
5670Don, here's a novel chart bp afficionados might find useful. Larry D. postedGottfried-9/27/2002
5669Well, what I was alluding to in my post was the "piling on" aspect of Donald Wennerstrom-9/26/2002
5668Don, 2-12-01 Fitzgerald said ><i>semi-equipment is a cyclical growth buGottfried-9/26/2002
5667Thanks Don and Cary. Agree with both of you although I do believe we could stillReturn to Sender-9/26/2002
5666Disagree. It is uncertain when the tech economy will rebound and that uncertainCary Salsberg-9/26/2002
5665RtS, A very negative outlook by some quite well know analysts. <I><Donald Wennerstrom-9/26/2002
5664bpNDX is 22 vs 21% yesterday Sep05 Sep06 Sep09 Sep10 Sep11 Sep12 Sep13 Sep16 SeGottfried-9/26/2002
5663Wow, Michael I was reading about MU potentially having to pay for shares they gaReturn to Sender-9/26/2002
5662FEATURE-Bullish stock bets come back to haunt tech sector Thursday September 26The Ox-9/26/2002
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