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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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6741i agree with you take on briefing dot com. I like being able to read it.willcousa-11/6/2002
6740>> Question for the thread. Should I stop posting the Briefing.com informaSarmad Y. Hermiz-11/6/2002
6739RE: "Should I stop posting the Briefing.com information?" I read yourCary Salsberg-11/6/2002
6738A great example of this is the FRS radios. Good ones are now cheaper than a lotwillcousa-11/6/2002
6737>I don't care about briefing.com. They're always wrong. I am more puzReturn to Sender-11/6/2002
6736>> Briefing.com just refuses to admit we have started a new bull market. WSarmad Y. Hermiz-11/6/2002
6735Stocks Rise, Wall St. Eyes Vote, Rate Cut Tuesday November 5, 4:51 pm ET By HaiReturn to Sender-11/5/2002
6734From Briefing.com: General Commentary - For the first time since late August, thReturn to Sender-11/5/2002
6733Kirk, re ><i>will allow school children in the US to call up children iGottfried-11/5/2002
6732RE: "...cellphones with pictures and fridges that call the grocery store...Kirk ©-11/5/2002
6731Buddy In your tables, there's a column named "Rate" What does it Sarmad Y. Hermiz-11/5/2002
6730bpNDX is a whopping 68% Oct16 Oct17 Oct18 Oct21 Oct22 Oct23 Oct24 Oct25 Oct28 OGottfried-11/5/2002
6729Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-11/5/2002
6728>> fridges that call the grocery store will not see major acceptance. AcSarmad Y. Hermiz-11/5/2002
6727RE: "...cellphones with pictures and fridges that call the grocery store...Cary Salsberg-11/5/2002
6726From Briefing.com: 1:32PM Bear Stearns cuts semi outlook for 2003: Bear Stearns Return to Sender-11/5/2002
6725Gottfried, I think that the next jump in chip volume will not come from new usesAlastair McIntosh-11/5/2002
6724RtS, briefing said ><i>Demand for chips will not rebound as it usually Gottfried-11/5/2002
6723Sector Move - Semiconductors Downgraded: Briefing.com is lowering its rating on Return to Sender-11/5/2002
6722Al, I'm at a loss what to make of new uses for chips because increased chip Gottfried-11/5/2002
6721Re: <i>The part we are yet to see is increase in demand. But I have zero dAlastair McIntosh-11/5/2002
6720bpNDX yesterday soared to 66% Oct14 Oct15 Oct16 Oct17 Oct18 Oct21 Oct22 Oct23 OGottfried-11/5/2002
6719<i>Don´t look for a big bull market in tech soon. </i> I suppoThe Ox-11/5/2002
6718John Waggoner: Tech stocks might be worth a look once more idahostatesman.com Return to Sender-11/5/2002
6717>> I also agree that the market is reacting in a stupid fashion. On any raSarmad Y. Hermiz-11/5/2002
6716I don't think that you need to feel too bad for the shorts. In AMAT the shorAlastair McIntosh-11/5/2002
6715Sarmad, I think that AMAT's layoffs are signalling that IC sales growth willAlastair McIntosh-11/5/2002
6714>> It would be scary to be holding a big short position here - it looks haSarmad Y. Hermiz-11/5/2002
6713Once again the market greets ,what would otherwise be tank city news,with an anerobert b furman-11/5/2002
6712Alastair, I think the AMAT cost reductions will make it more likely that AMAT&#Sarmad Y. Hermiz-11/5/2002
6711"Chips in for hit on AMAT job cuts" By Emily Church, CBS.MarketWatch.advocatedevil-11/5/2002
6710Have S&P analysts been reading my website? <i> Using S&P's numAlastair McIntosh-11/5/2002
6709From Briefing.com: Updated: 05-Nov-02 - General Commentary - Yesterday's actReturn to Sender-11/5/2002
6708"Chip-Equipment Rally Flouts the Fundamentals" By K.C. Swanson Staff advocatedevil-11/5/2002
6707Good news coming from Japan, Stan. <B>Tokyo's Nikkei rises two pct on StanX Long-11/5/2002
6706Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-11/4/2002
6705Don, Thanks. I also remember flat. So I think rev should be less than $1.5B.Sarmad Y. Hermiz-11/4/2002
6704Here is a follow-up to my last post. I found where Brian had a few words on 4thDonald Wennerstrom-11/4/2002
6703As I remember the call, I think they indicated they would have some upside for tDonald Wennerstrom-11/4/2002
6702>> Therefore, 4th qtr estimated sales is 1523.5 Don, During the CC, didnSarmad Y. Hermiz-11/4/2002
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