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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96144 488 0 SOXX
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7381From Briefing.com: CSCO Cisco Systems downgraded at RBC (14.92) RBC Capital doReturn to Sender-12/2/2002
7380As you wish. (eom)zonder-12/2/2002
7379I agree with your thoughts and conclusions - hard to know which way the immediatDonald Wennerstrom-12/1/2002
7378Don, we are about to enter warning's season again so that could have some imReturn to Sender-12/1/2002
7377RtS Glad you had a good holiday - like you say, got to "slim down" soDonald Wennerstrom-12/1/2002
7376Bullshit from two idiots, the idiot bull and the idiot bear! RE: "CompetitCary Salsberg-12/1/2002
7375From Briefing.com: Updated: 02-Dec-02 - General Commentary - So looking back, thReturn to Sender-12/1/2002
7374Don, great recap as always. Sure illustrates how the smaller companies get takeELH1006-12/1/2002
7373This is the same update for the SOX since 9 October. Four out of the 17 stocks Donald Wennerstrom-12/1/2002
7372This table shows the gain for the Group since 9 October. Thirteen of the 28 stocDonald Wennerstrom-12/1/2002
7371Where semis are concerned, don't fight the trend....but do take some profitsNutty Buddy-12/1/2002
7370Semicap Fracas: He Says Buy, I Say Sell By BILL ALPERT Biased? Me? They know hTerry D-12/1/2002
7369The other 80% is mostly in CDs with some money market accounts. I have not &quoCary Salsberg-12/1/2002
7368Hi Kirk, My favorite seems to be taking up the middle territory. They have a brobert b furman-12/1/2002
7367OT - You are such a thoughtful and conservative asset manager that I am bound toSam Citron-12/1/2002
7366Sam, tell these guys your history. You can buy the book from Amazon.com. The booH James Morris-12/1/2002
7365RE: "...have such a low percentage of your total assets in stocks." 1Cary Salsberg-11/30/2002
7364Zonder, I find you to be nothing but an "arrogant and pushy" person whELH1006-11/30/2002
7363<i>~10% of my total assets are in stocks. </i> Curious Cary, as to Proud_Infidel-11/30/2002
7362Thanks again for your charts This is sure a major disconnect home.attbi.com I Kirk ©-11/30/2002
7361(1)I have posted that ~20% of my liquid assets and ~10% of my total assets are iCary Salsberg-11/30/2002
7360Hi Sam, Simply knowing that one cannot dig his toes deep enough, in a sea of gorobert b furman-11/30/2002
73592 Questions: (1) If AMAT goes from 17 today to a median 69 in 5 years, that impSam Citron-11/30/2002
7358All semi charts are now updated with October data. home.attbi.com Price charts sGottfried-11/30/2002
7357I have a long and consistent track record of posts here at SI. I primarily postCary Salsberg-11/30/2002
7356Hi Cary, with the increased demand for the equipment you see... can you estiSuresh-11/30/2002
7355As you are not a daytrader, I don't think the hourly and daily minima and maSam Citron-11/29/2002
7354RE: "...a sum of the parts that creates a whole." I am surprised thatCary Salsberg-11/29/2002
7353bpNDX is 81%. toppy. Nov11 Nov12 Nov13 Nov14 Nov15 Nov18 Nov19 Nov20 Nov21 Nov2Gottfried-11/29/2002
7352Each company should be looked at as <b>a sum of the parts that creates a wThe Ox-11/29/2002
7351This is the weekly update for the SOX. 11/22/02 11/29/02 FST CALL Donald Wennerstrom-11/29/2002
7350In this case, "perfection" is the maximum return possible. It is the Cary Salsberg-11/29/2002
7349This is the update for the week for the Group. 11/22/02 11/29/02 FDonald Wennerstrom-11/29/2002
7348OT <i>Then what they are doing is only euphemistically called "manageSam Citron-11/29/2002
7347<this cash situation casts a thorn into the overvaluation argument and I haveBWAC-11/29/2002
7346<i>I would not say that cash levels "skew" P/Es or anything. Of Lizzie Tudor-11/29/2002
7345RE: "Believe it or not, this is not true. Most SCE investors will actually Cary Salsberg-11/29/2002
7344EV is more meaningful when used with the sales than the profits of a company. Inzonder-11/29/2002
7343Do you think cash levels are skewing the PEs in the Sox? I know thats happeningLizzie Tudor-11/29/2002
7342<i>The "SCE universe" is so highly volatile and the business so Sam Citron-11/29/2002
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