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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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6341Tokyo stocks finish down on techs, policy wait Monday October 21, 2:14 PM sg.nStanX Long-10/21/2002
6340Morgan and Bagley think you should have a 0.13u, copper. low K-dielectric fab liCary Salsberg-10/21/2002
6339From Briefing.com: 3:40PM Chart Watch Semi HOLDRs (SMH): We have touched on the Return to Sender-10/21/2002
6338RE: "Do you see this as holding true for specialized areas...and...does it Cary Salsberg-10/21/2002
6337Tokyo stocks weaker at midsession as Hitachi falls Monday October 21, 10:26 AM StanX Long-10/20/2002
6336Kirk, Is going fabless a decision made for technical reasons ? Or is it for theSarmad Y. Hermiz-10/20/2002
6335Intel's advantage will come when there is another shortage. Listening to MoKirk ©-10/20/2002
6334SEMI charts update home.attbi.comGottfried-10/20/2002
6333<I>The jury is out because process technology is no longer a single companMark Adams-10/20/2002
6332Reuters RPT: Wall St Week Ahead-Stocks set to gain on earnings Sunday October 20michael97123-10/20/2002
6331Hi Bob, I agree that INTC will continue to be a fierce competitor. I agree thatCary Salsberg-10/20/2002
6330Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-10/20/2002
6329RE: "It is wrong to dismiss the arguments for a secular bear..." As fCary Salsberg-10/20/2002
6328Hi Mike, The shortage is the result of the technology becoming familiar. In throbert b furman-10/20/2002
6327HI Cary, I agree with your general market transition to consortiums and standarrobert b furman-10/20/2002
6326<i>But the problem with Maudlin is his lack of rigor. </i> Maudlin orkrious-10/20/2002
6325RtS - It is wrong to dismiss the arguments for a secular bear - we are overdo Terry D-10/20/2002
6324Got a 6.125 on a 20 year 2 weeks ago - if I get approved (touch wood)- same paymTerry D-10/20/2002
6323Because the market has stopped looking forward 6-9 months. I think it is now low0z-10/20/2002
6322RtS, It's well known that markets turn when news is still awful. Why is PierGottfried-10/20/2002
6321One word of caution Bob and i hope it doesnt get worse. For one large bank cliemichael97123-10/19/2002
6320Don't Expect Fairy-Tale Ending to Market Saturday October 19, 7:22 am ET ByReturn to Sender-10/19/2002
6319I hope most investors take John Mauldin seriously. Why not? I would rather compCary Salsberg-10/19/2002
6318Teamsters Enter Options War With Battle Against Tech Co Thursday October 17, 4:3Return to Sender-10/19/2002
6317Semitool cuts 100 jobs, but sees positive 2003 By Mark LaPedus Semiconductor BuReturn to Sender-10/19/2002
6316RTS In today's New York Times there is a front page article in the busineMrGreenJeans-10/19/2002
6315The Grandfather of Bear Markets 2000wave.com By John Mauldin Today we return Return to Sender-10/19/2002
6314You could be right. We will have to wait for confirmation: stockcharts.com[h,a]Return to Sender-10/19/2002
6313"I note that the SOX has a doji formation on the candlestick chart. Looks tKirk ©-10/19/2002
6312Big layoff due at Applied? (10/18/02 06:42 p.m. EST) siliconstrategies.com HitReturn to Sender-10/19/2002
6311<i>I guess I am not certain what "um" refers to. Microns? Nanomew0z-10/19/2002
6310RE: "I thin AMD will end up being a commodity manufacturer of flash memeoryCary Salsberg-10/19/2002
6309RE: "The consequence of this wall is that power increases exponentially as Cary Salsberg-10/19/2002
6308Hi Mike, My skin turns when I see AMD and Intc on the same page. I thin AMD wirobert b furman-10/19/2002
6307This is an interesting post from the Sprint PCS thread (of all places). What hew0z-10/19/2002
6306"That was what Barrett said last year but Intel is now forced to back down michael97123-10/19/2002
6305Perhaps a contrary view from zeev on ihub. I would be interested in comments by michael97123-10/19/2002
6304Hi Mike, I think you've hit on the central theme of what will drive the nexrobert b furman-10/19/2002
6303michael, Re: They say things like this time we must do this or we will fall hopeGary Ng-10/19/2002
6302" I recall from 1998, that when AMAT finally had a layoff of engineers, immmichael97123-10/19/2002
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