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Semi Equipment Analysis
An SI Board Since October 2000
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5901What's with this "chump" stuff? Having a bad day?Math Junkie-10/7/2002
5900I don't think a delay in ending the Iraq war (begun about a decade ago) willwillcousa-10/7/2002
5899Poor pseudo economics or not--key question for me is whether rates will continuemichael97123-10/7/2002
5898Cary, You werent anywhere need the WTC when Bush came the next day and addressedmichael97123-10/7/2002
5897RE: "A good Bush speech..." ROFL! The funniest oxymoron I have heardCary Salsberg-10/7/2002
5896Actually, that link doesn't support or refute the "cyclical bear hypothCary Salsberg-10/7/2002
5895I stated, "These companies are very sound financially and they have interesCary Salsberg-10/7/2002
5894You Brits, X or not, or consistent for your remarkable spirit and courage. Cerscott_jiminez-10/7/2002
5893A good Bush speech tonite might reverse the Bush/Greenspan effect of driving dowmichael97123-10/7/2002
5892long a few KLIC at 2.29 for a dead-cat bounce. All the selling the past 2 days lXBrit-10/7/2002
5891Scott, Why dont you provide us with that link to grant? I am not at all certainmichael97123-10/7/2002
5890And, of course, for balance, you will present us with a link that refutes 'zscott_jiminez-10/7/2002
5889From John Mauldlin via Zeev Ihub thread from Sir Realist Interesting reading thamichael97123-10/7/2002
5888RE: EFII, AFCI, DSPG Curious how you came up with these three names. What factoSam Citron-10/7/2002
5887From Briefing.com: 8:29AM Broadcom cut to Hold at Pru; price target $9 (BRCM) 10Return to Sender-10/7/2002
5886"Mike, I wouldn't touch that with a ten foot pole. :) G." G, I womichael97123-10/7/2002
5885Zeev, Do you not consider the demographics of the aging boomers in this at all? michael97123-10/7/2002
5884<>I think most here understand that your writings are opinions and subjectscott_jiminez-10/7/2002
5883Mike, I wouldn't touch that with a ten foot pole. :) G. [end]Gottfried-10/7/2002
5882G, Right now my problem is not a secular bear but a sexular one. That happens whmichael97123-10/7/2002
5881Scott, I am finding the debate here fascination between you, zeev and cary. The michael97123-10/7/2002
5880RTS, I have given up figuring short term swings. The dialogue between zeev and cmichael97123-10/7/2002
5879Zeev, I think most here understand that your writings are opinions and subject tGottfried-10/7/2002
5878RE: "...reasons for a secular bear, are a combination of overvaluation, timCary Salsberg-10/7/2002
5877The current conditions bear no resemblance to a secular bear market but are ipsoscott_jiminez-10/6/2002
5876MIke go back to that old post from April 2000, the various reasons for a secularZeev Hed-10/6/2002
5875I don't use IMO, my writings are always IMTO. I presume I erred in posting tZeev Hed-10/6/2002
5874October: The Month Where Bears Markets Go to Die By ERIN SCHULTE THE WALL STREEReturn to Sender-10/6/2002
5873I realize this reminder is based merely on a forgetful omission on your part - escott_jiminez-10/6/2002
5872I believe most people who are bullish are bullish because the market is oversoldReturn to Sender-10/6/2002
5871FYI Some good news and i read bullish piece in forbes by Ken Fisher and another michael97123-10/6/2002
5870Zeev, Can you elucidate more on how you define secular bear? I sort of see it inmichael97123-10/6/2002
5869Just remember, whatever gift you get from a short term cyclical bull, the seculaZeev Hed-10/6/2002
5868I like DSPG a lot. I cannot believe the stock has not got more respect throughouReturn to Sender-10/6/2002
5867If you are looking for possible winners outside of chips, consider EFII, AFCI, aCary Salsberg-10/6/2002
5866RtS, [edited] thanks for the summary. ><i>The unemployment rate is fromGottfried-10/6/2002
5865>Q: Where can I find the ranking of bullish advisors versus bearish advisors Return to Sender-10/6/2002
5864InvestmentHouse Weekend Market Summary * * * * * 10/4/02 * * * * * investmenthoReturn to Sender-10/6/2002
5863RtS, we've had a small options discussion on Brian's thread. My guess isGottfried-10/6/2002
5862Gottfried, I also wanted to thank you for all your excellent charts and table thReturn to Sender-10/6/2002
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