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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96119 488 0 SOXX
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7101Stephen Roach - Bear trap Message 18270173Bill Cotter-11/25/2002
7100Updated intermediate term moving average relative strength tables for today'Nutty Buddy-11/25/2002
7099bpNDX is up to 79% today Nov07 Nov08 Nov11 Nov12 Nov13 Nov14 Nov15 Nov18 Nov19 Gottfried-11/25/2002
7098Thanks for taking the time to explain that to me. I've bookmarked the chart.Return to Sender-11/25/2002
7097RtS, I expect SOX to outperform COMP from current divider of 4X to about 3.2X. SpecialK-11/25/2002
7096Interesting Ketan. Let me see if I have this right. You expect the SOX to outperReturn to Sender-11/25/2002
7095This comparison of the SOX to COMPQ would suggest that the outperformance of theSpecialK-11/25/2002
7094Well, it might be a good way to work off inventory they have today (or can buildKirk ©-11/25/2002
7093I Don't know?BWAC-11/25/2002
7092>> why can't they do the same on Nov 25th? Contracts ??, announced pSarmad Y. Hermiz-11/25/2002
7091>> I wonder how long it will take for the market to read Don's tables Sarmad Y. Hermiz-11/25/2002
7090On the other hand, if Intc can raise prices for flash on Jan 1, the why can'BWAC-11/25/2002
7089<I>My experience has been that when a big move appears unjustified by newsKirk ©-11/25/2002
7088>> I have been incorrectly cautious for the last six weeks. RtS, Well, Sarmad Y. Hermiz-11/25/2002
7087That "projection" is still conditional on a number of things happeningZeev Hed-11/25/2002
7086I think the SOX will make a run at its 200 day EMA at 381 this week. stockcharReturn to Sender-11/25/2002
7085Hi RtS That story does not mention that TSMC had 40% more revenue october this cordob-11/25/2002
7084From Briefing.com: Updated: 25-Nov-02 - General Commentary When last week began Return to Sender-11/25/2002
7083Zeev, It's worth noting that a number of players in the field, even the oftJSLyons-11/25/2002
7082Zeev, it seems to me that the statements made in many press releases these days Return to Sender-11/24/2002
7081How does that "capacity addition" square with the following: investorZeev Hed-11/24/2002
7080TSMC sees mild recovery in Q2 '03 -paper Sunday November 24, 10:16 pm ET bReturn to Sender-11/24/2002
7079From Briefing.com: 4:07PM Weekly Wrap: Powered by gains in the technology, finanReturn to Sender-11/24/2002
7078Updated intermediate term moving average relative strength tables for Friday'Nutty Buddy-11/24/2002
7077Graphics Chip Demand Strong Amid PC Slump Saturday November 23, 12:41 pm ET By Return to Sender-11/24/2002
7076Possibly, but I really don't know. ALTR is another TSMC customer and they hCary Salsberg-11/24/2002
7075Cary, I understand that NVDA is TMSC largest customer, and NVDA last week was veZeev Hed-11/24/2002
7074InvestmentHouse Weekend Update: investmenthouse.com - Volatile Friday holds onReturn to Sender-11/24/2002
7073Gottfried, definitely said the bottom was in. As far as your comments in this poReturn to Sender-11/24/2002
7072RE: "Do me a favor and listen to this interview..." Two quotes that sCary Salsberg-11/24/2002
7071>> I don't think everyone picked up on that information at all. That iSarmad Y. Hermiz-11/24/2002
7070I think the key to the report is how finely tuned TSMC is to changes in chip demCary Salsberg-11/24/2002
7069Sarmad, I don't think everyone picked up on that information at all. That isReturn to Sender-11/24/2002
7068>> 7% drop in demand had not materialized and they were adding capacity toSarmad Y. Hermiz-11/24/2002
7067SNIP from Asian Investor Online: On better note Taiwan Semiconductor, the biggeReturn to Sender-11/24/2002
7066RE: "This has not yet reached the newswires but a friend of mine at KLA-TenCary Salsberg-11/23/2002
7065Sarmad. OT *** the fence... ...has been fixed with 75% of the old boards re-useGottfried-11/23/2002
7064Thanks for the "heads up". If that does come to pass the adjustments Donald Wennerstrom-11/23/2002
7063And finally, here is how the individual stocks in the SOX performed in the last Donald Wennerstrom-11/23/2002
7062you might want to adjust KLAC's next year's PE up just a little (maybe torkrious-11/23/2002
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