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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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6901From Briefing.com: Updated: 15-Nov-02 General Commentary If you believe that pReturn to Sender-11/14/2002
6900RE: "...why can't Applied use some of the backlog to bolster this quartCary Salsberg-11/14/2002
6899HiG, From best I can garner,these guys are all on a amaintenance buildout. Therobert b furman-11/14/2002
6898Bob, a disturbing question: why can't Applied use some of the backlog to bolGottfried-11/14/2002
6897<i>The point was that it was distorting Q4 results</i> One thing yoProud_Infidel-11/14/2002
6896Hi Al, This bear has been so long many probably do think of me as permabull. Irobert b furman-11/14/2002
6895Hi Bob. My point about the tax treatment was not that it indicates that businessAlastair McIntosh-11/14/2002
6894Jobless Claims Fell in Latest Week Thursday November 14, 8:38 am ET WASHINGTONProud_Infidel-11/14/2002
6893As long as the doom and gloom remains thick, the future will continue to be discThe Ox-11/14/2002
6892From Briefing.com: S&P futures vs fair value: +13.3. Nasdaq futures vs fair Return to Sender-11/14/2002
6891A definite growth area and apparently Fusion is the tester of use? Bob Amat ovrobert b furman-11/14/2002
6890<i>Intel Board of Directors Approves Repurchase of an Additional 480 MilliThe Ox-11/14/2002
6889HI Mike, great news The cycle lives again - even if we get a slump like in erobert b furman-11/14/2002
6888<i>LTX Announces First Quarter Results Thursday November 14, 7:05 am ET The Ox-11/14/2002
6887<i>Chip equipment sales up 1st time in 19 months-SEMI Thursday November 14The Ox-11/14/2002
6886They also have grown their maintenance supply part of the businee (I'm guessrobert b furman-11/14/2002
6885I **believe** I heard on the Q&A last night that AMAT had grown their share Proud_Infidel-11/14/2002
6884Hi Brian, Nice approach - keep up the good work.gg Bob Premarket trading in Arobert b furman-11/14/2002
6883Morning Bob, If Clowns did research, this is what it would sound like. Why is Proud_Infidel-11/14/2002
6882Hi G, I think it is proof positive that AMAT's market share growth has/is srobert b furman-11/14/2002
6881Hi Al, It is not an uncommon activity to roll a favorable tax treatment into earobert b furman-11/14/2002
6880This must create chip demand, Stan. Convergence of Mideast mobile phone, InternStanX Long-11/14/2002
6879Telecoms spending to exceed 1.2 trillion dollars in 2003 sg.news.yahoo.com ThuStanX Long-11/14/2002
6878From Briefing.com: Updated: 14-Nov-02 - General Commentary Stocks rallied in resReturn to Sender-11/13/2002
6877Updated intermediate term moving average relative strength tables for today'Nutty Buddy-11/13/2002
6876There are lots of technology stocks trading for sky-high PE's that are at haLizzie Tudor-11/13/2002
6875bpNDX is 67%, up from 66% Oct23 Oct24 Oct25 Oct28 Oct29 Oct30 Oct31 Nov01 Nov04Gottfried-11/13/2002
6874RtS, market P/E doesn't matter according to a study co-authored by Ken FisheGottfried-11/13/2002
6873Applied's Quarter About as Grim as Expected thestreet.com By K.C. SwansonReturn to Sender-11/13/2002
6872RtS, AMAT should have noted that they included the full years tax saving in Q4. Alastair McIntosh-11/13/2002
6871Sure the backlog is still strong but it is decreasing not rising. The question tReturn to Sender-11/13/2002
6870RtS, backlog still strong ><i>Backlog at the end of the fourth fiscal qGottfried-11/13/2002
6869From Briefing.com: AMAT Applied Materials clarifies Q1 guidance (14.70 -0.37) -Return to Sender-11/13/2002
6868So you're saying they fudged things to make it appear as though they beat? HReturn to Sender-11/13/2002
6867AMAT did not beat by a penny. They missed by a penny before one-time tax benefitAlastair McIntosh-11/13/2002
6866From Briefing.com: AMAT Applied Materials guides fiscal Q1 below consensus (1Return to Sender-11/13/2002
6865Close Dow +12.49 at 8398.49, Nasdaq +11.71 at 1361.27, S&P -0.42` at 882.53:Return to Sender-11/13/2002
6864Applied Materials reports fourth-quarter profit Wednesday November 13, 4:06 pm EReturn to Sender-11/13/2002
6863bpNDX is 66%, down from 67% yesterday Oct22 Oct23 Oct24 Oct25 Oct28 Oct29 Oct30Gottfried-11/12/2002
6862Updated intermediate term moving average relative strength tables for today'Nutty Buddy-11/12/2002
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