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Semi Equipment Analysis
An SI Board Since October 2000
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6941Briefing.com: Updated: 19-Nov-02 - General Commentary - Techs suffered a modest Return to Sender-11/18/2002
6940Updated intermediate term moving average relative strength tables for today'Nutty Buddy-11/18/2002
6939From Briefing.com: 4:12PM Agilent tops estimates (A) 13.62 -0.18: Reports Q4 (OcReturn to Sender-11/18/2002
6938So basically Gartner is saying that MSFT will introduce a new Windows version whXBrit-11/18/2002
6937A PC is a node on the network (+ spreadshet and word processing). There are 2 iCary Salsberg-11/18/2002
6936Here's an article that spells out the next upgrade cycle a little, <i>Lizzie Tudor-11/18/2002
6935The three-year upgrade cycle for PCs is increasingly becoming a myth, according Alastair McIntosh-11/18/2002
6934Some assessment and advice from Briefing.com Updated: 18-Nov-02 General CommentDonald Wennerstrom-11/17/2002
6933This table shows the same change in 12 month price targets for the SOX. The perDonald Wennerstrom-11/17/2002
6932The following table spans about a 3 month period and shows how the brokerages anDonald Wennerstrom-11/17/2002
6931Updated intermediate term moving average relative strength tables for Friday'Nutty Buddy-11/17/2002
6930bpNDX is up 2 to 68% Oct28 Oct29 Oct30 Oct31 Nov01 Nov04 Nov05 Nov06 Nov07 Nov0Gottfried-11/15/2002
6929RE: "etec" "Mass" should be "mask" as in masks foCary Salsberg-11/15/2002
6928This is the weekly result for the SOX. Only MU was down for the week. 1Donald Wennerstrom-11/15/2002
6927Here are the weekly results for the Group. The Group and NASDAQ are up 4 percenDonald Wennerstrom-11/15/2002
6926Since the Fiscal Year ends for PHTN in September, the earnings estimates shift fDonald Wennerstrom-11/15/2002
6925This is the update showing the trend change as the weeks progress for the SOX. Donald Wennerstrom-11/15/2002
6924This is the update of earnings estimates for individual elements of the SOX. ThDonald Wennerstrom-11/15/2002
6923PHTN next year estimate is now blank. Why? Last week next year estimate was foThe Ox-11/15/2002
6922amat CC notes: Message 18235734The Ox-11/15/2002
6921This update shows the trend for the Group from Jan of this year. Note that the Donald Wennerstrom-11/15/2002
6920This is an update of the Group earnings estimates for the past 2 weeks. The trDonald Wennerstrom-11/15/2002
6919I have read your post on two threads now. I have no clue about short term priceCary Salsberg-11/15/2002
6918Message 18237891scott_jiminez-11/15/2002
6917I just looked at KLIC's report and noticed that they had negative tangible nCary Salsberg-11/15/2002
6916Al, ><i>it is a typo</i>< Entirely too many 'typos' inGottfried-11/15/2002
6915G. if you read the whole paragraph, I believe it is a typo. Taken in context theAlastair McIntosh-11/15/2002
6914Scott, For some reason, you seem to have an issue with AMAT and the shareholderProud_Infidel-11/15/2002
6913They left NOT out. From Briefing.com: 7:27AM Kulicke & Soffa reports prelimiReturn to Sender-11/15/2002
6912Yeah, I'm familiar with that company-specific junk. Always applied to KLIC ascott_jiminez-11/15/2002
6911<i>company-specific</i> What utter nonsense. If these analysts Proud_Infidel-11/15/2002
6910Hi Semi, Hey - wanna buy a nice suburban?ggg Perma optimist now that title I&#robert b furman-11/15/2002
6909Relax, SB, things just might go your way today. Some genius (at ML ??) downgradeSarmad Y. Hermiz-11/15/2002
6908>><i> This bear has been so long many probably do think of me as perPink Minion-11/15/2002
6907re "company specific" what garbage and I don't really care what elGottfried-11/14/2002
6906RE: "While AMAT's weak outlook is company-specific..." This is deCary Salsberg-11/14/2002
6905bpNDX is 66%, down from 67 Oct28 Oct29 Oct30 Oct31 Nov01 Nov04 Nov05 Nov06 Nov0Gottfried-11/14/2002
6904Updated intermediate term moving average relative strength tables for today'Nutty Buddy-11/14/2002
6903Cautious outlook knocks Dell shares Thursday November 14, 7:50 pm ET By Scott MReturn to Sender-11/14/2002
6902Cary, sounds reasonable. Thank you. Gottfried [end]Gottfried-11/14/2002
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