Semi Equipment-Sell when they're singing in the streets

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Semi Equipment-Sell when they're singing in the streets

An SI Board Since February 2000

Posts	SubjectMarks	Bans
276	46	0

Emcee: Pink Minion	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
76	RE: People in the know selling early... I still think these might be employees	Kirk ©	-	5/3/2000
75	Mitch, re ><i>At a guess, the correlation is probably not very good, a	Gottfried	-	5/2/2000
74	Yo ex-, sorry for the delay responding, I was reading up on stuff related to io	Dr. Mitchell R. White	-	5/2/2000
73	Dresden was first big fab 300mm fab (Siemens JV). Its been up a couple of years	TI2, TechInvestorToo	-	5/2/2000
72	I don't think anyone can argue that DEMAND will continue to increase. It a	Pink Minion	-	4/30/2000
71	Yo Ex- I think they're basically right, from their point of view. There w	Dr. Mitchell R. White	-	4/30/2000
70	Re:"Are their any full blown 300mm fabs out there or are they still just p	Ritz	-	4/29/2000
69	This is what I'm waiting for. Semi is part of the Internut craze dailynew	Pink Minion	-	4/29/2000
68	When was the first 200mm fab? Wasn't it IBM in 91, and didn't they hav	Pink Minion	-	4/28/2000
67	<i> Hey, you need to update your favorite link to Message 3182961 </i&	Daniel	-	4/26/2000
66	Hey, you need to update your favorite link to Message 3182961 I've always	Pink Minion	-	4/26/2000
65	[OT] PSU and other entities-- I saw this term in a science fiction story, long	Dr. Mitchell R. White	-	4/26/2000
64	[OT] <i> ...primary spousal unit... </i> Is there such thing as a	Daniel	-	4/26/2000
63	Thanks, Gottfried, it looks nice. "One can question whether the differenc	Dr. Mitchell R. White	-	4/26/2000
62	Ex- and all, lead times were 7-8 months at worst, (best recollection) in the 1	Dr. Mitchell R. White	-	4/26/2000
61	Mitch, thanks for the analysis. Here's the SEMI backlog chart: geocities.co	Gottfried	-	4/26/2000
60	Gottfried and threaders, a quick and dirty analysis of those numbers you provid	Dr. Mitchell R. White	-	4/26/2000
59	What were the peak lead times for some of AMAT's products during the last b	Pink Minion	-	4/26/2000
58	Thanks, Gottfried. These numbers are even better than I remembered them to be!	Dr. Mitchell R. White	-	4/26/2000
57	Mitch, here are the AMAT numbers... 1999 1998 1997 1996 1995 1994 1993 1992 19	Gottfried	-	4/25/2000
56	I can't speak to Lam's numbers, and the AMAT "numbers" I reme	Dr. Mitchell R. White	-	4/25/2000
55	Nothing is "normal" about 100% sales growth, but I seem to recall tha	FLSTF97	-	4/24/2000
54	Anybody remember the sales growth % of these companies during the early stages	Pink Minion	-	4/24/2000
53	AMD trading at a new all time high in after hours above 80 up more than 16 from	Ian@SI	-	4/12/2000
52	AMD just blew out qtr. 57cnts first call, 62cents whisper, 115 cents actual. Ma	TI2, TechInvestorToo	-	4/12/2000

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