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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96196 488 0 SOXX
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6141>Well, it looks we'll be starting the week on a sour note again. As usualReturn to Sender-10/13/2002
6140>> I guess it's the old question of too many eggs in one basket. RtS,Sarmad Y. Hermiz-10/13/2002
6139>> AMAT made 115m on 1,460m in revenues last Q. Gottfried. Yeah they didSarmad Y. Hermiz-10/13/2002
6138So is the market cheap or not? globeandmail.com By MATHEW INGRAM Globe and MaiReturn to Sender-10/13/2002
6137>> Curious as to why WDC is your largest holding. Brian, I like their mSarmad Y. Hermiz-10/13/2002
6136Chip firms zero in on job cuts, again By Chris Kraeuter, CBS.MarketWatch.com LaReturn to Sender-10/13/2002
6135I own it. Like Cary and his favorites, I was way too early to start buying, but Kirk ©-10/13/2002
6134On a fundamental basis I think that with the number of new viruses being unleaseReturn to Sender-10/13/2002
6133RtS, A while back you requested that we post other stocks for potential trades. LemonHead-10/13/2002
6132InvestmentHouse Weekend Market Summary * * * * * 10/11/02 * * * * * investmenthReturn to Sender-10/13/2002
61313 sentiment indicators can be found here schaeffersresearch.com Click on 'MGottfried-10/13/2002
6130Kirk, I am interested in what you think of A at these levels. It has not particiReturn to Sender-10/13/2002
6129Sarmad, Curious as to why WDC is your largest holding. I have considered initProud_Infidel-10/13/2002
6128"It is hard for me to believe disk drives are making money." As a groKirk ©-10/13/2002
6127It is hard for me to believe disk drives are making money. quicken.comSkeet Shipman-10/13/2002
6126Sarmad, AMAT made 115m on 1,460m in revenues last Q. quicken.com G.Gottfried-10/12/2002
6125>> You heard Seagate is going public again? Yeah, I heard they will floatSarmad Y. Hermiz-10/12/2002
6124Sarmad, there must be a name for this: when people give up AFTER the worst has pGottfried-10/12/2002
6123RtS, I see what you mean about the '98 MAs. Looking at the '98 weekly, tGottfried-10/12/2002
6122>> People are desperate to find historic precedents] I'm desperate tSarmad Y. Hermiz-10/12/2002
6121Gottfried, take a look at the SOX chart from 1998 when the market hit bottom: Return to Sender-10/12/2002
6120highest 21 day ma of equity p/c ratio since 1990 investorshub.com link leads toGottfried-10/12/2002
6119RtS, yes - the bottom is in. I commented on the Weekend Analysis here [gist: OctGottfried-10/12/2002
6118Time for another poll. Is the Bear Market bottom in? Color me doubtful but I woReturn to Sender-10/12/2002
6117sector breadth chart using Les' data investorshub.comGottfried-10/12/2002
6116sentiment indicators mostly bullish biz.yahoo.com Thanks to Les H.Gottfried-10/12/2002
6115RE: "poor visibility" Most of the lack of "visibility", recCary Salsberg-10/12/2002
6114Hi RtS. I think that it will be a quite a while before the SOX hits the 200 day Alastair McIntosh-10/12/2002
6113Semi Equipment stocks cash flow and debt-to-equity data: home.mindspring.com SeNutty Buddy-10/12/2002
6112G, I'm not sure that publishing the story in the Wall Street Journal could bAlastair McIntosh-10/12/2002
6111RtS, and here we go ><i>SAN FRANCISCO (CBS.MW) -- With the prospects foGottfried-10/12/2002
6110Optionetics.com SENTIMENT JOURNAL: Reasons To Be Bullish, Frederic Ruffy FridayReturn to Sender-10/12/2002
6109I agree with you Gottfried. Technical bounces aside it seems that most of those Return to Sender-10/12/2002
6108RtS, ><i>there is a story on page C1 of this morning's Wall Street Gottfried-10/12/2002
6107From Briefing.com: 6:51PM Weekly Wrap: The losing streak is over, it's all oReturn to Sender-10/12/2002
6106Non Believers Beware. Charts Say Important Bottom Is In Place. trading-ideas.coReturn to Sender-10/12/2002
6105This rally may have legs. joefrocks.com Oct 11, 2002 6:00:00 AM trading-iReturn to Sender-10/12/2002
6104Market Outlook with Research Links: Sam, you ask about potential investments iReturn to Sender-10/12/2002
6103Sam, if you are comparing the old fashioned way of picking by hand, I actually dZeev Hed-10/12/2002
6102***OT<i>Actually, I think cotton is worse, tho' not a food.</i> w0z-10/11/2002
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