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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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6661My post was bearish? Not really. I admitted the market is likely to continue higReturn to Sender-11/3/2002
6660Alastair, just a short point in favor of some recovery in SCE, currently, most oZeev Hed-11/3/2002
6659Sarmad, margins in the SCE sector will stay under pressure until chip manufacturAlastair McIntosh-11/3/2002
6658Liz, I can attest to the validity of that article. I am one of the people who Proud_Infidel-11/3/2002
6657Rts <i>YAWN</i> Don't bother mentioning the Federal Reserve wiMrGreenJeans-11/3/2002
6656Cary, I do think that you have a very optimistic view of AMAT's revenues andAlastair McIntosh-11/3/2002
6655The major difference between 1998 and today is that then, we were still in a secZeev Hed-11/3/2002
6654RtS, <I><<The NASDAQ broke through resistance on Friday and now couDonald Wennerstrom-11/3/2002
6653>> pressure on margin may be greater in 2004 than they were in 2001. AlaSarmad Y. Hermiz-11/3/2002
6652Hi Sarmad, criticize is fine. I hope someone will point out where I am wrong. YAlastair McIntosh-11/3/2002
6651Zeev, Thanks for the post - it's good to get your assessment of the market Donald Wennerstrom-11/3/2002
6650Liz, Your protests have been heard, and are addressed even as we type. Comcast cSarmad Y. Hermiz-11/3/2002
6649<i>Setting aside the question of whether the down-turn was predicted or noLizzie Tudor-11/3/2002
6648I appreciate your analysis. Well conceived and presented. I checked Yahoo for Cary Salsberg-11/3/2002
6647>> If you wish to criticize my outlook it can be found here: How about diSarmad Y. Hermiz-11/3/2002
6646Market topping? Probably. Some things to keep in mind. First the MSFT ruling is Return to Sender-11/3/2002
6645The short answer is that AMAT's discounted stream of future earnings is wortAlastair McIntosh-11/3/2002
6644Two of the best analysts who predicted the downturn are Larry Woods who publisheAlastair McIntosh-11/3/2002
6643>> Maybe the SOX should go up another 1300% during this next year (just) tSarmad Y. Hermiz-11/3/2002
6642>> in August of 2000, Morris Chang of TSMC publicly stated that he was solSarmad Y. Hermiz-11/3/2002
6641No good, it won't fit the model you guys were promoting here (no analyst hadZeev Hed-11/3/2002
6640Zeev, we can make you an honorary analyst, if you like. :) Gottfried [end]Gottfried-11/2/2002
6639Actually, in 2000, I remember "battling" a bunch of cyberfriends for aZeev Hed-11/2/2002
6638Brian, 2 years ago Lehman said this siliconinvestor.com It's good to remembGottfried-11/2/2002
6637Brian, the analyst downgrades of AMAT came in 4Q2000 and 1Q2001 investorshub.comGottfried-11/2/2002
6636Very interesting charts this week, Don. May I point out that if the SOX earniThe Ox-11/2/2002
6635<i>The best tech analysts were predicting in 1999 that the telecom financiProud_Infidel-11/2/2002
6634Despite pressure, W. House backs Pitt But Bush doesn't mention embattled Spuborectalis-11/2/2002
6633RE: "In my opinion current SCE prices are not supported by fundamentals.&quCary Salsberg-11/2/2002
6632<i>Some people predicted capacity utilization of 100% for all of 2000 and Alastair McIntosh-11/2/2002
6631On Oct 10 (the post to which this one is a response), I suggested that an unprecZeev Hed-11/2/2002
6630Scott, <I><<The sector has probably bottomed and will likely continDonald Wennerstrom-11/2/2002
6629<i>The worst part is that as IC sales growth peak late this year or early Proud_Infidel-11/2/2002
6628Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-11/2/2002
6627RE: "The five year average operating cash flow to sales of chip companies hCary Salsberg-11/2/2002
6626Hi Cary. YoY IC unit growth hit over 30% this summer. This is in line with peak Alastair McIntosh-11/2/2002
6625RE: "...the best part of this cycles growth in chip sales is behind us.&quoCary Salsberg-11/2/2002
6624Hi Gottfried. The 3 charts you referenced do little to suggest good times ahead Alastair McIntosh-11/2/2002
6623I agree, the market is probably telling us something. It is galling that the mawillcousa-11/2/2002
6622I love the industry but have reservations for the near-term. Chipzilla has put willcousa-11/2/2002
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