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Semi Equipment Analysis
An SI Board Since October 2000
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5821>> <i> 2 rules of investing: </i> My favorite quote from BuffPink Minion-10/4/2002
5820From Briefing.com: General Commentary - Unlike in recent sessions, Thursday'Return to Sender-10/3/2002
5819bpNDX dropped to 20% from 21% yesterday Sep13 Sep16 Sep17 Sep18 Sep19 Sep20 SepGottfried-10/3/2002
5818Scott, "It blows my mind to tell you that my current impression is that thDale Knipschield-10/3/2002
5817IC-equipment orders to fall 25-30% in Q4, says report siliconstrategies.comSemiBull-10/3/2002
5816<<Do you think the canary died?>> Well, Kirk, all I can say is thatscott_jiminez-10/3/2002
5815<i>Hitachi, Mitsubishi to merge chip businesses By Peter Clarke SemicondThe Ox-10/3/2002
5814only read the same rumors and most tech companies seem to be full of those whichKirk ©-10/3/2002
5813Gottfried, we can't punish analysts for being wrong but we can try to keep iReturn to Sender-10/3/2002
5812Kirk, have either you or Cary heard about a big RIF at AMAT? Don't know if yBerk-10/3/2002
5811Yeah, UTEK has $7.45/share in cash and is selling today for $7.82! biz.yahoo.cKirk ©-10/3/2002
5810MH, thanks for the rules. :) They are quite similar to the skipper's rules oGottfried-10/3/2002
5809thanksorkrious-10/3/2002
58082 rules of investing: 1) Analysts are never wrong. 2) If analysts' estimaThe Ox-10/3/2002
5807I checked the Yahoo profile, today. Debt to equity is 63% and debt exceeds cashCary Salsberg-10/3/2002
5806Wow, ASYT at $4 + change. Haven't seen it this low since I think about 1998Dale Knipschield-10/3/2002
5805RtS, sudden thought: stocks of companies are punished when analysts' estimatGottfried-10/3/2002
5804UTEK's balance sheet is very different from KLIC's.Cary Salsberg-10/3/2002
5803If LLTC earns 40% after tax profits on sales and MXIM earns 20%, then "douCary Salsberg-10/3/2002
5802TI Sees End to Inventory 'Overhang' Thursday October 3, 11:56 am ET bReturn to Sender-10/3/2002
5801From Briefing.com: New 52-Week Lows - Investors feeling the pain across a numbeReturn to Sender-10/3/2002
58007:45AM Motorola upgraded at JP Morgan (MOT) 10.15: JP Morgan upgrades to OVERWEIw0z-10/3/2002
5799RE: <I>KLIC as canary, continued...</i> KLIC report from Soundview Kirk ©-10/3/2002
5798Cary or anyone. Is there any reason why LLTC should sell at double the P/S ratiorkrious-10/3/2002
5797I agree when we invade Iraq should be a very good time to buy. Even if the invasReturn to Sender-10/3/2002
5796>> "Sell the rumor, Buy the news" SemiBear, I think in this casSarmad Y. Hermiz-10/3/2002
5795>> <i> When we go to war with Iraq, if it does not go fabulously welPink Minion-10/3/2002
5794No one really knows what the future will bring but that 59% reading may actuallyReturn to Sender-10/3/2002
5793RtS, poster Bwe quotes the respected PnF service 'Chartcraft' as saying Gottfried-10/2/2002
5792The market is always right? Not hardly... Gottfried, the market is what the marReturn to Sender-10/2/2002
5791RtS, thank you for the briefing comments. Since SEMI numbers still looked decentGottfried-10/2/2002
5790From Briefing.com: General Commentary - Surprise, surprise - investors sold intoReturn to Sender-10/2/2002
5789Mike, yesterday 19 of the 100 NDX [Nasdaq100] stocks had a PnF [point and figureGottfried-10/2/2002
5788G, Could you explain what this means? mikemichael97123-10/2/2002
5787bpNDX rose to 21% from 19% Sep12 Sep13 Sep16 Sep17 Sep18 Sep19 Sep20 Sep23 Sep2Gottfried-10/2/2002
5786That's true - they are bound to get it "right" sooner or later.:) Donald Wennerstrom-10/2/2002
5785Merrill reduced the fundamental projections but said the stocks have limited dowsemi_infinite -10/2/2002
5784RtS, It's looking pretty good right now - of the 28 stocks in the Group, 4 Donald Wennerstrom-10/2/2002
5783Don, I was going to say that the SOX chart looks pretty good for a rise to the 2Return to Sender-10/2/2002
5782RtS, It was obviously Merrill's turn to use the "hammer' this mornDonald Wennerstrom-10/2/2002
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