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Semi Equipment Analysis
An SI Board Since October 2000
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6301bpNDX rose to 42% [42 out of 100 stocks have a PnF buy signal] Oct01 Oct02 Oct0Gottfried-10/19/2002
6300Hi G, I'm leaning towards that 50 % retrace also. I've a note pad wherrobert b furman-10/19/2002
6299Bob, I've e-mailed the SEMI data as an xls spread sheet to the address in yoGottfried-10/18/2002
6298Hi G, You are like knowing a library!! I'll go to my office and install itrobert b furman-10/18/2002
6297Zeev; Message 18132598 I saw a few funds that way today.. also underwriters are James F. Hopkins-10/18/2002
6296Thanks for the Semi Book to Bill charts. Looks like an ominous downturn to me. Ron-10/18/2002
6295I heard a rather telling comment during the conference call regarding that projeMath Junkie-10/18/2002
6294Sarmad, <i>Brian, I recall from 1998, that when AMAT finally had a layoffProud_Infidel-10/18/2002
6293scott i see you do not wear "rose tinted" glasses.:) MaxLTK007-10/18/2002
6292<<Is it possible that the market is truly looking beyond these numbers andLTK007-10/18/2002
6291>> It would be interesting to chart layoffs on top of your AMAT charts....Sarmad Y. Hermiz-10/18/2002
6290G, It would be interesting to chart layoffs on top of your AMAT charts......letProud_Infidel-10/18/2002
6289Bob, that idea has merit ><i>pick the bottom of a cycle as a starting pGottfried-10/18/2002
6288HI G, I know you must love these questions that are veiled and make you work - robert b furman-10/18/2002
6287Mike, ><i>explains amat being up today or at least earlier even though Gottfried-10/18/2002
6286Mike, two updated SEMI charts home.attbi.com btb by month since 1995 home.attbGottfried-10/18/2002
6285Excellent question Al. The deflationist expect lower rates and view this as a pumichael97123-10/18/2002
6284O.T. michael97123, do you think that rising interest rates will hurt the housingAlastair McIntosh-10/18/2002
6283G, And it is apparent where that bond money is going even in todays mixed actionmichael97123-10/18/2002
62825.98 mortgages bottom last week up to 6.18 now i believe. That translates to 6 michael97123-10/18/2002
6281RtS, I checked the 30 year T-bond yield and was surprised it had risen so steeplGottfried-10/18/2002
6280I guess I need to be more specific. I believe we are approaching a double dip scReturn to Sender-10/18/2002
6279Thank you!Cary Salsberg-10/18/2002
6278Here is info from CSFB on front-end/back-end: Deep decline in Front-End, Back-EAlastair McIntosh-10/18/2002
6277RTS - The late 1990's capacity overbuild is a gift that keeps giving. I thTerry D-10/18/2002
6276Zeev, thank you for the read on your st indicators. Gottfried [end]Gottfried-10/18/2002
6275Al, it's not a spin - just a mention of facts. Gottfried [end]Gottfried-10/18/2002
6274I was hoping that bookings would fall into the $900M/month range, down from almoCary Salsberg-10/18/2002
6273RtS, Gottfried on the AMAT thread tries to put a positive spin on the number: &lAlastair McIntosh-10/18/2002
6272From Briefing.com: S&P 500 Intraday -- Technical -- Bias has weakened with Return to Sender-10/18/2002
6271Scott, I have a hard time envisioning the disappearance of 50% of the chip compaReturn to Sender-10/18/2002
6270Has anyone seen a front end/ back end breakout?Cary Salsberg-10/18/2002
6269Re BTB. <i>Was anyone else shocked that it was so low?</i> If anyonAlastair McIntosh-10/18/2002
6268<<Was anyone else shocked that it was so low?>> I'm not sure wescott_jiminez-10/18/2002
6267Samsung Profit Surges on Sales of Chips, Handsets quote.bloomberg.com By Ian StanX Long-10/18/2002
6266Note the bold near the bottom, Stan. <B>North American Chip Equipment OrdeStanX Long-10/18/2002
6265Well this doesn't sound like the IC recovery has started, Stan. <B>SamStanX Long-10/18/2002
6264I listened to some of the LRCX Conf Call and I could have sworn I heard CEO BaglKirk ©-10/18/2002
6263Gottfried, some of my indicators are pointing to a solid retrenchment coming up Zeev Hed-10/18/2002
6262From Briefing.com: General Commentary - Intel missed its numbers on Wednesday, aReturn to Sender-10/18/2002
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