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Semi Equipment Analysis
An SI Board Since October 2000
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6421Briefing.com wrote: <i>"C) The wireless industry shows some signs ofw0z-10/23/2002
6420RtS, to make sure you find favorite charts you can save them right on the BigchaGottfried-10/23/2002
6419Thanks G. The latest from Briefing.com: SOX holds in positive ground -- TechniReturn to Sender-10/23/2002
6418RtS, ><i>I believe there is a direct correlation between the upward movGottfried-10/23/2002
6417That's one way to read it Robert. If you are right then the SOX should breakReturn to Sender-10/23/2002
6416Hi RtS, Sox put in a bottom and now fighting congestion at the 50 day MA ???? robert b furman-10/23/2002
6415From Briefing.com: 8:46AM Storage Tech upped to Buy at First Albany on better thReturn to Sender-10/23/2002
6414<i>"C) The wireless industry shows some signs of growth, but still mow0z-10/23/2002
6413"OT", I'm not sure of the value of this post, but note the bold, SStanX Long-10/23/2002
6412<B>Chip firms seen steeped in red ink in Q3</B> By Jennifer Tan sgStanX Long-10/23/2002
6411<i>Bank of America or Wells Fargo. The loser of that battle may go after SLizzie Tudor-10/23/2002
6410Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-10/23/2002
6409Mark, take a look at SWKS (old Alpha Industries AHAA and the wireless part of CNw0z-10/22/2002
6408<i>"C) The wireless industry shows some signs of growth, but still mow0z-10/22/2002
6407TQNT and VTSS I hold. TQNT to report soon, so catching up on what SiGe is may hMark Adams-10/22/2002
6406Things have not change much in the last 15 years, except for the appearance on tZeev Hed-10/22/2002
6405>> <i> The better perspective is to take Texas Instrument's earnPink Minion-10/22/2002
6404Something a bit more current; Appendix A. A Brief Discussion Of Competing RFIC Mark Adams-10/22/2002
6403Zeev, Factoids in my space from yesterday. Wachovia/First Union talking to Prudemichael97123-10/22/2002
6402Zeev, Thanks for your perspective. I happened on a dated paper that explains tMark Adams-10/22/2002
6401bpNDX is up, at 49% today Oct02 Oct03 Oct04 Oct07 Oct08 Oct09 Oct10 Oct11 Oct14Gottfried-10/22/2002
6400Mark, I used to state the GaAs problem in a simple form, like Charlie Brown, &quZeev Hed-10/22/2002
6399From Briefing.com: 5:58PM Storage Tech assuming flat IT spending next year (STK)Return to Sender-10/22/2002
6398Rts <i>There may never be a rebound to previous levels of growth.</I&gMrGreenJeans-10/22/2002
6397<i>C) The wireless industry shows some signs of growth, but still modest (w0z-10/22/2002
6396RE: "What is going on here is a major shift of technology from a growth indCary Salsberg-10/22/2002
6395From Briefing.com: 11:40AM Cisco Systems Intraday (CSCO) 11.31 +0.36: -- Update Return to Sender-10/22/2002
6394Kirk, speaking of underfunded pension funds: IBM also increased the amount retirGottfried-10/22/2002
6393That is basically what the Fed Model tries to capture. It looks at earnings yieKirk ©-10/22/2002
6392Kirk, So perhaps we now live in a time when RE and gold peak while interest ratemichael97123-10/22/2002
6391RTS, Let go a little more. At this point in time, the bottom has little to do wBWAC-10/22/2002
6390>> A PE of 30, yield of 2% or 60 cents, earnings of $1.00, stock price of Sarmad Y. Hermiz-10/22/2002
6389Bill, I simply meant there must be an indirect correlation between high dividendReturn to Sender-10/22/2002
6388<I>1974--The S&P sold at 7.5 times earnings while yielding 5.1% 1980--Kirk ©-10/22/2002
6387<But how do we explain the P/E ratio> RTS, During those periods the inteBWAC-10/22/2002
6386Speaking of analyst timing, RBC Capital Markets upgraded THQI yesterday morning Alastair McIntosh-10/22/2002
638507:44 ET CYMI Cymer downgraded at Merrill Lynch (25.41) Merrill Lynch downgorkrious-10/22/2002
6384<i>I'm still digging but there has to be a correlation between high inw0z-10/22/2002
6383<B>Tokyo Electron Says It Likely Had a 2.3 Bln Yen Loss </B> By MinoStanX Long-10/22/2002
6382<B> TSMC's third quarter net profit triples but below forecasts </BStanX Long-10/22/2002
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