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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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5781From Briefing.com: 7:48AM Merrill Lynch cuts semi equipment forecasts : Merrill Return to Sender-10/2/2002
5780bpNDX declined to 19% today [remember that a change in a stock's PnF chart cGottfried-10/1/2002
5779Be careful, You'll create excuberance !! Bobrobert b furman-10/1/2002
5778RtS, Yes, it is hard to tell as usual what the "real" situation is, bDonald Wennerstrom-10/1/2002
5777Hi Don, I'll take it. Man it sure is nice to see equipment stocks go up ovrobert b furman-10/1/2002
5776Hi G, The downturn is much more protracted in time as well - I guess the inventrobert b furman-10/1/2002
5775Don, the market ended up having a really good day. Unfortunately the volume beinReturn to Sender-10/1/2002
5774Bob, I heard a good quote on TV yesterday that I think fits the present "mDonald Wennerstrom-10/1/2002
5773Bob, The new August SIA data was added to these 3 charts... home.attbi.com noticGottfried-10/1/2002
5772HI Kirk, Their rep was on CNBC this A.M.. He said high technology aps were 85-robert b furman-10/1/2002
5771Dare we believe good news like this? Reading "20% growth" in the sameKirk ©-10/1/2002
5770Hi G, Quite a lot of put activity yesterday. cboe.com These guys are never rirobert b furman-10/1/2002
5769Hi Mike, Fortunately our software is very standardized in the auto industry. Srobert b furman-10/1/2002
5768<<My ccurrent concern with AMAT is it's 561 +/- PE.>> Paul, thaMr. Sunshine-10/1/2002
5767From Briefing.com: 6:32PM Cirrus Logic updates Q2 guidance (CRUS) 2.55 -0.03: CoReturn to Sender-10/1/2002
5766Sarmad, I have no idea where the chip sales report came from. Not from SIA semicGottfried-10/1/2002
5765Cary, . . . " FA needs to be discussed along with the current topics.' Paul V.-9/30/2002
5764>> Don't have the link but chip sales up 2.(4?)% from July and 14.? upSarmad Y. Hermiz-9/30/2002
5763bpNDX is down to 21% from 22% Friday Sep11 Sep12 Sep13 Sep16 Sep17 Sep18 Sep19 Gottfried-9/30/2002
5762Excellent discussion over the weekend. I also was going to mention that I fullyThe Ox-9/30/2002
5761I like your take on biotech. Sounds like the dot coms too.willcousa-9/30/2002
5760Hi Kirk, Thanks for positive reinforcemant. Bobrobert b furman-9/30/2002
5759Thanks for the reminder of what is to come. :) I thought this was going to happKirk ©-9/30/2002
5758From Briefing.com: Nasdaq tests six-year low at 1,177 8:57AM Teradyne sharesReturn to Sender-9/30/2002
5757I think that David N. K. Wang is just a bit disingenuous. He states that the worAlastair McIntosh-9/30/2002
5756SemiBear, WFE refers to wafer fab equipment. Industry capex is all capex includiAlastair McIntosh-9/30/2002
5755Don't have the link but chip sales up 2.(4?)% from July and 14.? up from lasrobert b furman-9/30/2002
5754Don, I see your point. Also thanks to Gottfried and SemiBear. OK so I agree. IfSarmad Y. Hermiz-9/29/2002
5753Don, SIA should report this week. G. [end]Gottfried-9/29/2002
5752SemiBear, better ask Alastair because that's his table. G. [end]Gottfried-9/29/2002
5751Exactly - as your chart shows, the 3 month average chip shipment for July was upDonald Wennerstrom-9/29/2002
5750Hi Bob, Thanks for the story and insight into some real requirements. DonDonald Wennerstrom-9/29/2002
5749RtS, Thanks for all the thoughts and putting them down in a post. They all havDonald Wennerstrom-9/29/2002
5748OK, I'm confused. Looking at this data: Message 18048854 What's the diPink Minion-9/29/2002
5747<I>Doesn't that put the horse behind the cart ?</i> How about tDonald Wennerstrom-9/29/2002
5746Don, another chart to look at shows y-o-y change in ww chip shipments home.attbiGottfried-9/29/2002
5745SemiBear, the comparison is ww chip sales vs SEMI euipment bookings [SEMI includGottfried-9/29/2002
5744Sarmad, re ><i>Don't bookings come before shipments ?</i><Gottfried-9/29/2002
5743The problem with that chart is comparing North American semi sales with NA equipPink Minion-9/29/2002
5742<i> The high correlation implies that if semiconductor shipments continue Pink Minion-9/29/2002
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