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Semi Equipment Analysis
An SI Board Since October 2000
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6261RtS, the btb drop was unusually large from Aug to Sep. September has been the moGottfried-10/17/2002
6260'bond rally is over' nypost.com And that means the shorts are swimming robert b furman-10/17/2002
6259Hi Buddy, Just wanted to thank you for your diligence on posting the sector actrobert b furman-10/17/2002
6258I thought the same thing about the comment from Briefing.com. Then I checked theReturn to Sender-10/17/2002
6257<B 2 B numbers came out after the close of AfterHours, yes> A little afteBWAC-10/17/2002
6256I believe briefing.com's comment is misleading, <B>Semi equip names haStanX Long-10/17/2002
6255Gottfried, about the btb number? Was anyone else shocked that it was so low? HerReturn to Sender-10/17/2002
6254bpNDX is 41% and 'bond rally is over' nypost.com Oct02 Oct03 Oct04 Oct0Gottfried-10/17/2002
6253Intermediate Term Moving Average Relative Strength Tables: (Tables best viewed wNutty Buddy-10/17/2002
6252From Briefing.com: 7:32PM Microsoft Earnings (MSFT) : Briefing.com is an analysiReturn to Sender-10/17/2002
6251North American Semiconductor Equipment Industry Posts September 2002 Book-to-BilReturn to Sender-10/17/2002
6250They would have made a penny or two if they didn't try to play the stock marKirk ©-10/17/2002
6249<i>Lam Research Corporation Announces Financial Results for the Quarter EnThe Ox-10/17/2002
6248<B> In corporate america this means Capex.</b> Intel understands thKirk ©-10/17/2002
6247Kirk, 9/11 and the "bust" confused corps and doing nothing became the michael97123-10/17/2002
6246thanks for the update. $100K/month savings... sounds like that is what is driviKirk ©-10/17/2002
6245GJ, For the umpteenth time i am seeing creeping optimist in corp america as leasmichael97123-10/17/2002
6244Thanks Michael. I have persuaded myself that wdc has at least 4 more sequential Sarmad Y. Hermiz-10/17/2002
6243OT Congrats on WDC call. Nice report for them.The Ox-10/17/2002
6242what happened is very easy to explain and I seldom hear it on the news. The comKirk ©-10/17/2002
6241I'm in the "it's not as bad as the doom and gloomers make it out toThe Ox-10/17/2002
6240Semi <i>I just wish after every rally we stop getting bulls coming out ofMrGreenJeans-10/17/2002
6239Michael <i>We will see how the market reacts once the dust settles and weMrGreenJeans-10/17/2002
6238>><i> I fail to see how one person's opinion (bullish or bearishPink Minion-10/17/2002
6237<i>It just tells me there's more fear in this market of missing the neThe Ox-10/17/2002
6236Hey MrGreenJeans! Where have you been hiding? Welcome back, or welcome to this tKirk ©-10/17/2002
6235>><i> My purpose in responding to your post was not to beat up on yoPink Minion-10/17/2002
6234From Briefing.com: 8:57AM Cypress Semi meets estimate but warns (CY) 4.98: ReporReturn to Sender-10/17/2002
6233<i>That it's amazing after this beating anyone can still be confident MrGreenJeans-10/17/2002
6232<i>My question for you is are you sure we will not see a double dip? I thiMrGreenJeans-10/17/2002
6231>><i> And your argument is...? </i> That it's amazing afPink Minion-10/17/2002
623012 year decline...?omen.............http://finance.yahoo.com/q?s=^N225&d=c&apuborectalis-10/17/2002
6229RE: "Merrill Lynch writes "while LLTC's focus on high returns has Cary Salsberg-10/16/2002
6228>Third Quarter GDP released at the end of this month will be greater than 3% Return to Sender-10/16/2002
6227<i>Couldn't possibly happen. No way. Absolutely no risk to the market.MrGreenJeans-10/16/2002
6226>><i> There is no chance of a double dip recession. </i> CoulPink Minion-10/16/2002
6225Intermediate Term Moving Average Relative Strength Tables: (Tables best viewed wNutty Buddy-10/16/2002
6224From Briefing.com: General Commentary - It didn't take an expert to figure oReturn to Sender-10/16/2002
6223bpNDX fell to 37% from 38% Sep24 Sep25 Sep26 Sep27 Sep30 Oct01 Oct02 Oct03 Oct0Gottfried-10/16/2002
6222stox19, thanks for the IBM link. IBM up >7% ah. Gottfried [end]Gottfried-10/16/2002
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