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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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5981"These are the best of times, these are the worst of times."Cary Salsberg-10/9/2002
5980RtS, Chartcraft's take on the bear/bull ratio Message 18091579Gottfried-10/9/2002
5979I though the saying was "time wounds all heels."Terry D-10/9/2002
5978I have buy orders in place for TXN at 13.30, XLNX at 13.50, LLTC at 18.75 and DUReturn to Sender-10/9/2002
5977Bob, work on reducing your optimism. It has lost you money, No? You can start byGottfried-10/9/2002
5976Bob, Hope you are right about us leading the turn. As i write down breaking downmichael97123-10/9/2002
5975Brian, Ditto and for me i would add "so optimistic on the future" I rmichael97123-10/9/2002
5974I don't know if I agree with you there Bob. These have not been straight doProud_Infidel-10/9/2002
5973HI Brian, You must admit that our favorites are not acting like your average dorobert b furman-10/9/2002
5972Hi Brian, No doubt about it - after this barage all advances graciousl acceptedrobert b furman-10/9/2002
5971I have learned to stow my hope in my closet and just get through day by day. HProud_Infidel-10/9/2002
5970Hi G, What a great new thread idea - "HUNKERDOWN" Rule # 1 no marginrobert b furman-10/9/2002
5969Hi Bob, I still don't trust it and won't for awhile. They say time heProud_Infidel-10/9/2002
5968Hi Brian, NAZ is green. Amat looking good Cohu too Intc and Nvls. I love it -robert b furman-10/9/2002
5967Bob, it's probably a trap to get people to go on margin - then WHAM! GottfriGottfried-10/9/2002
5966Whenever the turn does finally come(by no means am saying this is it), the equipProud_Infidel-10/9/2002
5965I have a prepaid cell phone bc I seldom use it. I really do not need to have dProud_Infidel-10/9/2002
5964Semi equips seem to be a stealth sleeper in all this washout - all green. Betterobert b furman-10/9/2002
5963Nasdaq seems totally washed out with no direction to go other than up. Just wishmichael97123-10/9/2002
5962Brian, did you know that your movements can be determined thru cell phone recordwillcousa-10/9/2002
5961Ian and RtS, thank you for your up/dowgrades charting suggestions. Gottfried [enGottfried-10/9/2002
5960<i>Is it possible that the S&P 500 is not outrageously overvalued now?Return to Sender-10/9/2002
5959"It's a good sign when you see the formerly much more bullish Cohen reimichael97123-10/9/2002
5958Cohen Cuts Targets on the S&P 500 and Dow Wednesday October 9, 8:19 am ET Return to Sender-10/9/2002
5957I haven't read the posts leading up to this one, but the various agencies (FIan@SI-10/9/2002
5956RTS, I realize now, too late i suspect, that i should never have gotten involvedmichael97123-10/9/2002
5955Hi michael97123. I posted yesterday my estimate of AMAT's earnings for 2003 Alastair McIntosh-10/9/2002
5954The questions you posed are good ones. How about this time you lead the discussiReturn to Sender-10/9/2002
5953RTS, I will pose this question to the thread using amat as an example. Pick a himichael97123-10/9/2002
59522020insight.com <i> Semiconductor Equipment. . . Lehman envisions a potentThe Ox-10/9/2002
5951G, just a thought on the chart, if you want to do it, you could color code the rReturn to Sender-10/8/2002
5950RtS, AMAT recs: actually even the initiations are buy, strong buy, add etc. DiffGottfried-10/8/2002
5949>Note how in the beginning from $50+ to $25 there was one lone downgrade. 07/Return to Sender-10/8/2002
5948bpNDX unchanged at 15% Sep19 Sep20 Sep23 Sep24 Sep25 Sep26 Sep27 Sep30 Oct01 OcGottfried-10/8/2002
5947RtS, I think analysts' recs are partly self-fulfilling. Maybe I should removGottfried-10/8/2002
5946I think the analysts are right. I just question the timeliness of this informatiReturn to Sender-10/8/2002
5945RTS, As much as we hate them, their bearishness has been warranted in the past. michael97123-10/8/2002
5944>Why chips and cisco down today? For instance amat went down more today than Return to Sender-10/8/2002
5943Why chips and cisco down today? For instance amat went down more today than yestmichael97123-10/8/2002
5942From Briefing.com: Close Dow +77.82 at 7501.49, S&P +13.24 at 798.53, NasdaqReturn to Sender-10/8/2002
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