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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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ReplyMessage PreviewFromRecsPosted
6821Reports: Chip Recovery Is Here Fri Nov 8, 1:44 PM ET Darby Mullany, www.EcommercReturn to Sender-11/8/2002
6820More from Briefing.com: Close Dow -49.11 at 8537.13, S&P -7.91 at 894.74, NaReturn to Sender-11/8/2002
6819Donald, someone posted that Morgan's rational was that Infineon raising capeZeev Hed-11/8/2002
6818Gottfried, the English version of Infineon's news release did not include anZeev Hed-11/8/2002
6817I notice a couple of positive comments on the semi-equip space from Briefing.comDonald Wennerstrom-11/8/2002
6816G, Yeah, we got hit too. A tree came down and caused a real mess, power was out advocatedevil-11/8/2002
6815ad, my fence blew down in a rain storm this morning. :) [end]Gottfried-11/8/2002
6814I read something not-so-positive about Tokyo Electron last night, but I couldn&#advocatedevil-11/8/2002
6813advocatedevil, you're on a roll today. :) G. [end]Gottfried-11/8/2002
6812From Briefing.com: ACLS Axcelis Tech: Fechtor reports lost TXN biz (6.32) HearReturn to Sender-11/8/2002
6811<Since inflation has been absent the past two years, there must be some otherBWAC-11/8/2002
6810From Briefing.com: SWKS Skyworks upgraded at Needham (8.01) Needham upgrades toReturn to Sender-11/8/2002
6809"Nvidia posts $48.6 million loss on flat sales for 3Q" 11/07/02 06:03advocatedevil-11/8/2002
6808"Comm Chipmakers See Their Horizons Shrink, Too" 11/07/2002 04:45 PM advocatedevil-11/8/2002
6807"Infineon Cautious After Disappointing 4th-Quarter Loss" Friday Novemadvocatedevil-11/8/2002
6806"Texas Instruments Lays Off 180" Wednesday November 6, 5:09 pm ET &advocatedevil-11/8/2002
6805"AMD to Take Charge; Cut Costs, Jobs" Thursday November 7, 5:06 pm ETadvocatedevil-11/8/2002
6804"Taiwan Semiconductor Manufacturing Oct Revenue NT$15.2 Billion Versus NT$1advocatedevil-11/8/2002
6803"Mattson Technology, Inc. Announces Third Quarter 2002" Thursday Noveadvocatedevil-11/8/2002
6802"Tegal Corporation Reports Second Quarter 2003" Thursday November 7, advocatedevil-11/8/2002
6801Semiconductor Trade Group's Sales Forecasts May Be Overly Optimistic ThursdaReturn to Sender-11/7/2002
6800Banc of America Securities - Semiconductor Industry Update: bofasecurities.com Return to Sender-11/7/2002
6799Banc of America Securities - Semiconductor Industry Update: bofasecurities.com Return to Sender-11/7/2002
6798Sam, >> The Fed rate cut can't do anything about this source of deflaSarmad Y. Hermiz-11/7/2002
6797JP Morgan initiated coverage: Neutral AEIS AMAT MKSI NVLS Overweight ASML CYMICary Salsberg-11/7/2002
6796From Briefing.com: Updated: 08-Nov-02 - General Commentary - Spooked by a cautioReturn to Sender-11/7/2002
6795>> Lower rates mean lower dollar and higher inflation? Normally that'Sarmad Y. Hermiz-11/7/2002
6794OT Cutting taxes is what Republicans tend to do. I would not necessarily trust tSam Citron-11/7/2002
6793Intermediate term moving average relative strength tables updated: (Tables best Nutty Buddy-11/7/2002
6792bpNDX is still 69% but some components changed - see list of 'buys' beloGottfried-11/7/2002
6791No, Greeny has about had it. He has done what he can and it is now up to the powillcousa-11/7/2002
6790From Briefing.com: Updated: 07-Nov-02 - General Commentary News could not have bReturn to Sender-11/7/2002
6789Cary's take on PLD/ASIC switch: Message 18208014Sam Citron-11/7/2002
67888:57 am PT Altera, Xilinx sell off following Cisco report : ALTR and XLNX are coGottfried-11/7/2002
6787OT Rate cut certainly makes it easier for car makers to continue to offer those Sam Citron-11/7/2002
6786Maybe what we have is people so busy trading houses and cars to take advantage owillcousa-11/7/2002
6785Unless your tongue is planted firmly in your cheek, I'm not sure I understanSam Citron-11/7/2002
6784>> Lower rates mean lower dollar and higher inflation? Lower rates mean cSarmad Y. Hermiz-11/7/2002
6783RE: "The fed rate cut is to stave off deflation caused by cheap imports froCary Salsberg-11/7/2002
6782>> WAKE UP At least say the market is looking 6-9 months out for a recoveSarmad Y. Hermiz-11/7/2002
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