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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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95567 485 0 SOXX
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Introduction Market Data Compact
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6621Hello Scott, Thanks for your thoughts on the latest run. Two things, however,JSLyons-11/2/2002
6620Perfect. The sector has probably bottomed and will likely continue to see huge scott_jiminez-11/2/2002
6619Gotfried, I think capacity utilization would help explain the ratio here.Cary Salsberg-11/2/2002
6618Gottfried, <I><< This is unusual [compared to past cycles] and may Donald Wennerstrom-11/1/2002
6617Don, I agree with your reasoning and think chip makers are unusually cautious inGottfried-11/1/2002
6616Gottfried, <I><< This is unusual [compared to past cycles] and may Donald Wennerstrom-11/1/2002
6615Don, not OK: chip companies dedicated a smaller percentage of sales to equipmentGottfried-11/1/2002
6614>> chip companies dedicated a smaller percentage of sales to equipment GSarmad Y. Hermiz-11/1/2002
6613Gottfried, As usual, thanks for the updated charts. Certainly the data looks &Donald Wennerstrom-11/1/2002
6612bpNDX is up to 59% Oct14 Oct15 Oct16 Oct17 Oct18 Oct21 Oct22 Oct23 Oct24 Oct25 Gottfried-11/1/2002
6611Don, SIA ww chip sales continued their uptrend for September home.attbi.com chiGottfried-11/1/2002
6610RtS, A couple of very good articles - thanks for the post. The news and projecDonald Wennerstrom-11/1/2002
6609The table below shows the gain for the individual stocks in the Group from 10/9/Donald Wennerstrom-11/1/2002
6608UPDATE 3-World chip sales up 3 pct Sept, slower than seen Friday November 1, 4:5Return to Sender-11/1/2002
6607This is the update for the Group for this week. UTEK is in top spot with a 43 pDonald Wennerstrom-11/1/2002
6606On 10/9/02, just 17 trading days ago, the SOX bottomed at 214.06. Today it cloDonald Wennerstrom-11/1/2002
6605This is the update for the SOX performance this week. Only 1 stock, MU, was dowDonald Wennerstrom-11/1/2002
6604This is a follow-up table for the SOX showing the trend change since 2/28/02. Donald Wennerstrom-11/1/2002
6603This table updates the SOX earnings estimate(s). In this case, both "this Donald Wennerstrom-11/1/2002
6602This is a follow-up to the last table showing the trend in earnings estimates ovDonald Wennerstrom-11/1/2002
6601Here is an update of the earnings estimates for the Group. The trend is still doDonald Wennerstrom-11/1/2002
6600The market is always manipulated. Right now we are starting what is traditionallReturn to Sender-11/1/2002
6599>> I'm not saying you have not been right these last few weeks but youSarmad Y. Hermiz-11/1/2002
6598RE: "financial insanity...heal itself naturally...natural restoration...&quCary Salsberg-11/1/2002
6597RtS, I participate less in the discussion lately because I think there is nothinGottfried-11/1/2002
6596Lets talk about stocks then for a minute. Sarmad, do you realize that the percenReturn to Sender-11/1/2002
6595OT >> You all remind me of Charlie Brown trying to kick that football. LuSarmad Y. Hermiz-11/1/2002
6594At least in the semi arena, we are seeing 2nd and 3rd tier stocks participate inThe Ox-11/1/2002
6593Ok, I'm sorry financialsense.com <i> Debt has become so ingrained wiPink Minion-11/1/2002
6592>Amazing. You all remind me of Charlie Brown trying to kick that football. LuReturn to Sender-11/1/2002
6591>><i> No double dip in sight at this time. </i> Amazing. YouPink Minion-11/1/2002
6590For a while, now, I have been reading about INTC's goal of placing RF capabiCary Salsberg-11/1/2002
6589More from Briefing.com: ISM translations to GDP. According to the ISM, the 48.5%Return to Sender-11/1/2002
6588I think the aggregate income data support the idea of continued recovery. And thSarmad Y. Hermiz-11/1/2002
6587From Briefing.com: 8:33AM No big surprises in employment data : The 5K decline iReturn to Sender-11/1/2002
6586Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-11/1/2002
6585The Asia news is somewhat mixed, good and bad, but then there's Thomas KurlaStanX Long-11/1/2002
6584RtS, Thanks for trying to get more on the Bank of America blurb on the semi-eDonald Wennerstrom-10/31/2002
6583From the Briefing report >> If the employment report comes in well below eSarmad Y. Hermiz-10/31/2002
6582From Briefing.com: General Commentary - So much for October being one of the worReturn to Sender-10/31/2002
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