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Semi Equipment Analysis
An SI Board Since October 2000
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96143 488 0 SOXX
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7341RE: "It would be interesting..." Not at all! The "SCE universe&Cary Salsberg-11/29/2002
7340It would be interesting to benchmark your performance against a market cap weighSam Citron-11/29/2002
7339OT: >I just sit in my basement in a sea of gold coins and toss them in the aiReturn to Sender-11/29/2002
7338RE: "So how would you calculate your CAGR since '96?" I don'tCary Salsberg-11/29/2002
7337So how would you calculate your CAGR since '96?Sam Citron-11/29/2002
7336>> <i> its just that I don't find it comforting cheering on the Pink Minion-11/29/2002
7335RE: "What time period?" I posted: 25% of investment before '98 2Cary Salsberg-11/29/2002
7334Hi Sam, Life isn't fair. Some give much more than the get, while others taCary Salsberg-11/29/2002
7333Cap Ex Spending Recovery likely to be Delayed until 2004 according to BofA SecurReturn to Sender-11/29/2002
7332Both ALTR and XLNX are ramping up production of FPGAs built with 0.13u and 0.15uCary Salsberg-11/29/2002
7331>> <i> What is not open is the fact that longs have absolutely nothiPink Minion-11/29/2002
7330Oh yes, I watched your first AMAT trade this morning. Way to go! I'm more coReturn to Sender-11/29/2002
7329OT - Thanks RtS! (BTW, as it turns out, I got lucky and stole it all back this madvocatedevil-11/29/2002
7328From Briefing.com: 10:14AM Sector Watch: Semiconductor : The Nasdaq Composite haReturn to Sender-11/29/2002
7327Japan Chip Maker Shares Rebound Sharply; Bright Market Signs Friday November 29,Return to Sender-11/29/2002
7326From Briefing.com: 8:41AM S&P futures vs fair value: +2.5. Nasdaq futures vsReturn to Sender-11/29/2002
7325Growth in chip sales slows, Europe hot, U.S. flat siliconstrategies.com By PetReturn to Sender-11/29/2002
7324<i>As of today, I am at 2.5 times total investment</i> 150% return.Sam Citron-11/29/2002
7323>> Not a cloud in the sky, the sea is a beautiful blue, and I am sitting iSarmad Y. Hermiz-11/29/2002
7322<i>AMAT, ASML, KLAC, and NVLS are the indisputable winners and the world&#Sam Citron-11/29/2002
7321You've got to be kidding me. Go play elsewhere. Grown-ups have work to do.zonder-11/29/2002
7320Cheers for that, Kirk. There were quite a few interesting ideas in there. <zonder-11/29/2002
7319Re <I>our sub-freezing windy weather here in Michigan</I> Awww... Izonder-11/29/2002
7318Hi RTS, Can you throw any light on the fundamentals of some of these stocks? ALJohnny Canuck-11/29/2002
7317Re <I>Higher demand" will come from new advanced products based on nezonder-11/29/2002
7316Donald, furthermore, these prices do not incorporate the accumulated earnings/acELH1006-11/29/2002
7315Zonder, I have one fundamental question that I would like you to answer. If comELH1006-11/29/2002
7314RtS, <I><<Hope your Thanksgiving has been the best ever!>>&Donald Wennerstrom-11/28/2002
7313On the other hand from Briefing.com: Updated: 29-Nov-02 - General Commentary - SReturn to Sender-11/28/2002
7312You could be right Don. The SOX in particular never really lost any ground throuReturn to Sender-11/28/2002
7311RtS, That is very interesting. As pointed out in the article, the DOW had a 2 Donald Wennerstrom-11/28/2002
7310It's not trivia in my opinion Don. History does have a habit of repeating itReturn to Sender-11/28/2002
7309This post probably falls into the category of trivia, but I thought it might be Donald Wennerstrom-11/28/2002
7308Hi all, ASM Lithography (ASML) today announced here in Holland that they would cordob-11/28/2002
7307Kirk, thanks for the history recap. Have a good day. I went for a walk in our suSarmad Y. Hermiz-11/28/2002
7306<I>Not to be insensitive here, but would I be right in guessing that most Kirk ©-11/28/2002
7305RE: "...most of you have lost significant amounts of money over the past yeCary Salsberg-11/28/2002
7304RE: "My concern is that even if semiconductors see higher demand soon, it wCary Salsberg-11/28/2002
7303RE: "Now tell me what is so special about NVLS." It has had and will Cary Salsberg-11/28/2002
7302No, they didn't feel too bad as the stock was back at 20 by then. On the opwillcousa-11/28/2002
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