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Semi Equipment Analysis
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7181OT - Ira, I hope ya stop by more, (sure like to hear your thoughts on the sectoradvocatedevil-11/26/2002
7180Yesterday's Briefing.com Summary - Updated: 26-Nov-02 - General Commentary -Return to Sender-11/26/2002
7179Ira, OT *** 20,000 posts I didn't realize I talk so much. That's almostGottfried-11/26/2002
7178bpNDX dropped to 78%. Nov11 Nov12 Nov13 Nov14 Nov15 Nov18 Nov19 Nov20 Nov21 NovGottfried-11/26/2002
7177AD, A good exit, under the circumstances. Enjoy your desert. I'm trading lIra Player-11/26/2002
7176Briefing - In Play from 11/26 15:43 ET Earnings Calendar : Tonight after the clSpecialK-11/26/2002
7175Briefing After-Hours News: 17:13 ET Novellus going to look at SFAM impact againSpecialK-11/26/2002
7174Note the Intel article saying INTC intends to have 80% of flash memory mkt for cSam Citron-11/26/2002
7173OT - Cool. (always like to know where these articles come from), Thanks Sam. Adadvocatedevil-11/26/2002
7172I think it's in here. businessweek.com businessweek.com to be exact.Sam Citron-11/26/2002
7171Good article Michael. Thanks for postin' it. BTW, where did ya run across itadvocatedevil-11/26/2002
7170<i>SPECIAL REPORT: CHIPMAKING'S UNEVEN RECOVERY By Olga Kharif ProcThe Ox-11/26/2002
7169OT - Ira, well my wife's comments, G's Thanksgiving tradin' post andadvocatedevil-11/26/2002
7168OT OT OT AD, They do get used to it though... I went out to dinner with my wiIra Player-11/26/2002
7167OT Yeah they all have "disruptive technology" and nobody's buying.Sam Citron-11/26/2002
7166So today looks like an excellent day to cover shorts ahead of the holiday rush. Sam Citron-11/26/2002
7165Killjoy G. <g> Seriously, thanks for postin' the link - pretty amazin&advocatedevil-11/26/2002
7164Holidays and historical trends: vtoreport.com thanks to dave s. on iHub G.Gottfried-11/26/2002
7163OT - RtS, FWIW, I hope you and Zonder and all the ol' gang continue to post advocatedevil-11/26/2002
7162SOP. They simply wrote that in their 10-Q. All companies do that. Why ReutersThe Ox-11/26/2002
7161RtS ** OT ** I hope you'll reconsider, if not today then after the holiday.Gottfried-11/26/2002
7160OT Well, CORV's lawyers are a bit more conservative. They told the SEC that Sam Citron-11/26/2002
7159Personally, I am still long-term bearish and still believe this is a bear marketXBrit-11/26/2002
7158zonder, Thanks for stirring the pot. This thread can use a good debate now and The Ox-11/26/2002
7157OT: Gottfried and all. I would have expected more from you. Have we turned intReturn to Sender-11/26/2002
7156OT No Sam, that is not correct. Burn rate for CORV last quarter was down to aboThe Ox-11/26/2002
7155Why would we be interested in a bought and paid for shady pseudo journalist?BWAC-11/26/2002
7154This might be of interest to you guys: Message 18267636zonder-11/26/2002
7153If my recollection is correct, Intel has their 2002 capex estimated at $4.7B andadvocatedevil-11/26/2002
7152As you can see, zonder, you have stepped in a hornets nest. The problem is not Pink Minion-11/26/2002
7151That was my point. Being technology leader, or even cash rich, is not good enozonder-11/26/2002
7150Oh, so I see. If someone disagrees with you, they are hostile, or frustrated orProud_Infidel-11/26/2002
7149OT With cash on hand only to get them through the next 4 quarters at their schedSam Citron-11/26/2002
7148zonder, OT *** maybe nobody told you, but this thread is to be kept free of psycGottfried-11/26/2002
7147OT Sam, Re: CORV, 540M cash, 380+M market cap, now trading on Nasdaq SmallCap, lSpecialK-11/26/2002
7146Very possibly. CIEN is good as well. I am not a buyer at this stage because I zonder-11/26/2002
7145OK I know nothing. I am a girl and what do women know anyway. I am a lonely houszonder-11/26/2002
7144OT - My current AMAT short is significantly underwater. My lady read your commenadvocatedevil-11/26/2002
7143OT If CORV is a "superb apple", who are the "rotten oranges"Sam Citron-11/26/2002
7142Its a good question. I always wondered how decisions were made to throw OPM intoBWAC-11/26/2002
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