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Semi Equipment Analysis
An SI Board Since October 2000
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6381NAS Futures down 14+, Stan NSDQ100 DEC02 966.00 -1400 cme.com DecemberStanX Long-10/22/2002
6380<B>TSMC earnings slip 66 pct Q/Q as recovery halts</B> sg.news.yahoStanX Long-10/22/2002
6379"OT" somewhat, but this can't be good, Stan. <B> Dollar may StanX Long-10/22/2002
6378<B>RPT-Taiwan chip foundries seen warning of weak market</B> 10/21/2StanX Long-10/22/2002
6377OT: O analyst, analyst! wherefore art thou analyst? <i><b>Analyst AThe Ox-10/22/2002
6376I'm not a big fan of taking a past market based statistic (specifically, I&#The Ox-10/22/2002
6375You make a good point Cary. I'm still digging but there has to be a correlatReturn to Sender-10/22/2002
6374I think that the "catch-up" game you described between GaAs and CMOS dCary Salsberg-10/22/2002
6373RTS, In the 1980 time period, my mom got a 5 year FDIC guaranteed CD with an anCary Salsberg-10/22/2002
6372Cary, I don't have the in depth technical knowledge to know if line widths Mark Adams-10/22/2002
6371Here you go Cary. Some historical information: gold-eagle.com Snip <i>FReturn to Sender-10/22/2002
6370RE: "Dividend ratios are way too low." Since there are no "hand Cary Salsberg-10/22/2002
6369Are you saying that GaAs at some line width is faster than state-of-the-art CMOSCary Salsberg-10/22/2002
6368Mike, I am all about learning from one another. Helping each one of us to betterReturn to Sender-10/21/2002
6367Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-10/21/2002
6366RtS, I have this half-baked idea that even a rise that is partly given back makeGottfried-10/21/2002
6365An interesting perspective from the VTSS conf call today. Apparently advancesMark Adams-10/21/2002
6364RTS, Let me know when the bottom is in. You seem to have a good handle and a neumichael97123-10/21/2002
6363Gottfried, on the bright side virtually every site I follow that does day to dayReturn to Sender-10/21/2002
6362bpNDX rose to 46% and bpNYA reversed up, too. AMAT joined the buy list last weekGottfried-10/21/2002
6361Here is what I took from TXN report: "capital expenditures to be about $80BWAC-10/21/2002
6360RtS, the most pessimistic spin often comes from Bloomberg. Here's their TXN Gottfried-10/21/2002
6359Bill, Just announced but really old news, no? This affects afterhours and openimichael97123-10/21/2002
6358TXN earnings and outlook were disappointing. From Briefing.com: TXN resumes trReturn to Sender-10/21/2002
6357"Chips and semi equips giving it all back and more in extended hours. Anyonw0z-10/21/2002
6356Bill and Thread, Chips and semi equips giving it all back and more in extended hmichael97123-10/21/2002
6355Wireless (cellphones) is <b>hot!</b> And WLAN is not bad either on w0z-10/21/2002
6354Altera Reports Third Quarter Results Monday October 21, 4:31 pm ET biz.yahoo.cReturn to Sender-10/21/2002
6353RtS, you beat me to it. The TXN report looks good to me. Too bad they expect 4Q Gottfried-10/21/2002
6352TI Reports 3Q02 Financial Results Monday October 21, 4:30 pm ET biz.yahoo.comReturn to Sender-10/21/2002
6351Sarmad, ><i>the 1990's were a time of hit and run quick bucks. So dGottfried-10/21/2002
6350>> Seems to me that an integrated producer like intel is the place where tSarmad Y. Hermiz-10/21/2002
6349Seems to me that an integrated producer like intel is the place where the best iwillcousa-10/21/2002
6348A Pause in the Chip Recovery yahoo.businessweek.com Intel's glum earningReturn to Sender-10/21/2002
6347Cary, A bull may any other name would smell as ....... mike Potential good newmichael97123-10/21/2002
6346It is McCabe, who thinks that a 2 year "cyclical bull market" in 2003-Cary Salsberg-10/21/2002
6345Why not go to the source. Here is a link to Merrill Lynch's Home Page: ml.cReturn to Sender-10/21/2002
6344RTS, This will be a senior moment post and maybe someone can fill in the missingmichael97123-10/21/2002
6343F5 Networks Delivers Industry's First `Application Traffic Management' Ppuborectalis-10/21/2002
6342At this time, the NAS futures are down, Stan. December '02 ( NDZ2 ) 952.00&StanX Long-10/21/2002
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