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Semi Equipment Analysis
An SI Board Since October 2000
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6701Based on the data in the last post from S&P projections, and using quarterlyDonald Wennerstrom-11/4/2002
6700<I><< The S&P Stock Rating posted by Gottfried I think corresponDonald Wennerstrom-11/4/2002
6699The S&P Stock Rating posted by Gottfried I think corresponds to a stock valuReturn to Sender-11/4/2002
6698<I><< Standard & Poor's Ratings Services said that the annouDonald Wennerstrom-11/4/2002
6697The rating RtS referenced was on AMAT's debt. Its ability to repay bondholdeAlastair McIntosh-11/4/2002
6696RtS, according to this... Message 18192676 S&P has a sell on AMAT G.Gottfried-11/4/2002
6695S&P comments on Applied Materials Monday November 4, 4:43 pm ET biz.yahoo.Return to Sender-11/4/2002
6694Applied Materials to Cut 11 Pct of Jobs Monday November 4, 4:34 pm ET biz.yahoReturn to Sender-11/4/2002
6693UPDATE 2-Chip stocks up on Microsoft ruling, sector outlook Monday November 4, 4Return to Sender-11/4/2002
6692From Briefing.com: 10:18AM Standout Percentage Gainers : Much of the action thisReturn to Sender-11/4/2002
6691<I>All we really need for this to be the start of a new bull market is lotKirk ©-11/4/2002
6690CSFB Tech Daily - Semiconductors September SIA: 3Q Results Beat Forecast But UniAlastair McIntosh-11/4/2002
6689Gilder on INTC, integrating analog, wireless and what not.. Message 18190544Mark Adams-11/4/2002
6688Pre market "heatmap" is unusually warm this morning: screening.nasdaqrobert b furman-11/4/2002
6687HI Cary, I like Curts effort into the internet - but I'm not sure his cash robert b furman-11/4/2002
6686<i>Unemployment is reportedly above 10% where I live. It is actually much Lizzie Tudor-11/3/2002
6685If we are in an economic recovery Sarmad then why is the FED still lowering inteReturn to Sender-11/3/2002
6684>> It suggests that we are for all intents and purposes in full recession:Sarmad Y. Hermiz-11/3/2002
6683Cary, let me just say that I believe that while you could be right it is also poReturn to Sender-11/3/2002
6682RE: "Some areas of exceptional growth will be hitched up with Intels transiCary Salsberg-11/3/2002
6681I think we have had some "good news" and it has been ignored. The marCary Salsberg-11/3/2002
6680HI Cary, Excellent question. In 98 my view was very tunneled in three or four robert b furman-11/3/2002
6679Hi Sarmad, I think in general your point on growth being about the same is closrobert b furman-11/3/2002
6678>Do you mean that we would already have this "good news" or that peReturn to Sender-11/3/2002
6677RtS, if your good news list came true we'd be at Nasdaq 4000 at least. But sGottfried-11/3/2002
6676>> phrases like "there's no question" Gottfried, there is Sarmad Y. Hermiz-11/3/2002
6675RE: "All we really need for this to be the start of a new bull market is loCary Salsberg-11/3/2002
6674>My questions is, "if this were the start of the next major bull market,Return to Sender-11/3/2002
6673Rts <i>Now I will ask you again. How big a rate cut on Wednesday? And areMrGreenJeans-11/3/2002
6672RtS, LOL! ><i>Not unless you named one of your dogs Lucifer.</i>&Gottfried-11/3/2002
6671OK, neither the fundamentals nor the technicals support a continuation of this rCary Salsberg-11/3/2002
6670OT: RtS, I just realized the post you responded to was #6666. :) An omen? [end] Return to Sender-11/3/2002
6669I agree with you Gottfried - a certainty that this upward move is finished can bDonald Wennerstrom-11/3/2002
6668RtS, I just realized the post you responded to was #6666. :) An omen? [end]Gottfried-11/3/2002
6667This is the first time in recent memory that I have seen Briefing.com continue tReturn to Sender-11/3/2002
6666RtS, an almost OT comment: briefing said ><i>there's no question thGottfried-11/3/2002
6665Just answer the questions? How big a rate cut on Wednesday and what reaction do Return to Sender-11/3/2002
6664RtS, I couldn't agree more with Walberg's sentiments about the rally beDonald Wennerstrom-11/3/2002
6663Rts <i>I'm intrigued by your faith in the FED. They've done so weMrGreenJeans-11/3/2002
6662From Briefing.com: General Commentary - It's been Briefing.com's contentReturn to Sender-11/3/2002
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