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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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95546 484 0 SOXX
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6581Hi Brian, Right - The tide is coming in, We'll see a string of some down drobert b furman-10/31/2002
6580bpNDX is up to 55 from 54% Oct09 Oct10 Oct11 Oct14 Oct15 Oct16 Oct17 Oct18 Oct2Gottfried-10/31/2002
6579I just wanted to "pull out" one of the statements posted by Briefing.cDonald Wennerstrom-10/31/2002
6578Perhaps they will comment next week. tweisel.comMark Adams-10/31/2002
6577Book-to-bill falls to 0.88 for Japan's equipment makers Semiconductor BusineReturn to Sender-10/31/2002
6576UMC profits in Q3, sees tougher Q4 as opportunity By Peter Clarke SemiconductorReturn to Sender-10/31/2002
6575<I>KIRK, tell me you understand what drove the 99 SOX rally? We have the oKirk ©-10/31/2002
6574Sender, I too had any SEMI's and BTK's from 96-2000, but too make a statGREENLAW4-7-10/31/2002
6573Do you use technical analysis or just fundamental analysis to help you make deciReturn to Sender-10/31/2002
6572KIRK, tell me you understand what drove the 99 SOX rally? We have the opposite nGREENLAW4-7-10/31/2002
6571<i>Good luck if you are long from 7, but if you are long from 25, then I wKirk ©-10/31/2002
6570From Briefing.com: Chicago PMI weaker than expected. The decline in the index toReturn to Sender-10/31/2002
6569Not yet, but will be shorting MANY sox stocks. Good luck if you are long from 7,GREENLAW4-7-10/31/2002
6568Well, I hope thousands like you still think LRCX is a great short as you might hKirk ©-10/31/2002
6567From Briefing.com: S&P futures vs fair value: -1.5. Nasdaq futures vs fair vReturn to Sender-10/31/2002
6566Thanks for that excellent link Mark! It seems to be dated October 28 so it doesw0z-10/31/2002
6565KIRK, don't u think LRCX is just a little over extended?? Current move afterGREENLAW4-7-10/31/2002
6564<B>Mainland to achieve 20% of world IC revenue by 2008</B> By WilliaStanX Long-10/31/2002
6563<B>Taiwan's Siliconware turns into profit in Q3 y/y</B> TAIPEI, StanX Long-10/31/2002
6562<B>Taiwan stocks end up on tech gains, uptrend seen</B> sg.biz.yahoStanX Long-10/31/2002
6561RE: "IP may be worthless outside the US which would sink XLNX and ALTR multCary Salsberg-10/31/2002
6560The Comm IC Weekly: tweisel.com Thanks again to Les Horowitz. RtSReturn to Sender-10/30/2002
6559Post-earnings debrief? tweisel.comMark Adams-10/30/2002
6558"As chips become more powerful and more expensive to fabricate, one may conKirk ©-10/30/2002
6557COHU research notes - PDF format: firstcalladvantage.comThe Ox-10/30/2002
6556RE: "...but perhaps theirs works well enough..." "Well enough&quCary Salsberg-10/30/2002
6555Stocks with positive weekly MACD and positive 50 day EMA trend on the rise in eaNutty Buddy-10/30/2002
6554I own both AMAT and LRCX. I like LRCX more for "trading" as it have fKirk ©-10/30/2002
6553RE: "...without a material change in the underlying fundamentals (which we Cary Salsberg-10/30/2002
6552Well, LRCX has a long way to go if your faith is well placed. If I remember corCary Salsberg-10/30/2002
6551Today's Briefing.com Chip Related News: General Commentary - Have to give thReturn to Sender-10/30/2002
6550bpNDX is still 54% Oct07 Oct08 Oct09 Oct10 Oct11 Oct14 Oct15 Oct16 Oct17 Oct18 Gottfried-10/30/2002
6549<I>RE: "It was looking too fishy to be different than past bear markeKirk ©-10/30/2002
6548RE: "I wonder what set off today's rally?" A continuation of a 3 Cary Salsberg-10/30/2002
6547All three are great companies. INTC, MXIM and LLTC. No doubt about it. That tKirk ©-10/30/2002
6546Maxim joins Intel AND LLTC in profitable chip companies that pay a dividend.Cary Salsberg-10/30/2002
6545Thanks for the article Brian. My post referred to AMAT's share of the overalAlastair McIntosh-10/30/2002
6544<B>Maxim to Pay a Dividend!</b> This should allow the stock to be oKirk ©-10/30/2002
6543Some good news, Stan. <B>TSMC plans investing one billion dollars in ChinaStanX Long-10/30/2002
6542Thanks for finding the article Brian. I knew I had read it somewhere recently. Donald Wennerstrom-10/29/2002
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