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Semi Equipment Analysis
An SI Board Since October 2000
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Emcee:  Return to Sender Type:  Moderated
Introduction Market Data Compact
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7621Return to Sender, Maybe my bookmarks are all screwed up but it seems that thereC_Johnson-12/9/2002
7620bpNDX is 72%. AMAT, NVLS and QLGC dropped from the list Nov20 Nov21 Nov22 Nov25Gottfried-12/9/2002
7619>> For this last week, the number of up estimates greatly exceeded the numSarmad Y. Hermiz-12/9/2002
7618To follow thru with additional data on Maxtor, the "snip" below is froDonald Wennerstrom-12/9/2002
7617The following table shows how on a weekly basis the estimate for the entire SOX Donald Wennerstrom-12/9/2002
7616Liz, The naysayers have been running the show for a few days. Here's a yea-sSarmad Y. Hermiz-12/9/2002
7615RtS, I am not answering your question directly, but I am posting the table belDonald Wennerstrom-12/9/2002
7614To all. I believe that most companies purposely having been guiding lower so thReturn to Sender-12/9/2002
7613fair enough RtS- but some believe CEOs are underpromising, and if you believe thLizzie Tudor-12/9/2002
7612That's just avoiding the facts Lizzie. Guiding lower is essentially warning Return to Sender-12/9/2002
7611RtS, I consider warnings and guidance to be 2 different things. IDTI did warn tLizzie Tudor-12/9/2002
7610There is surely a better forum for a tax discussion. By the way, the outcome dewillcousa-12/9/2002
7609There were lots of warnings last quarter. Virtually every semi equipment companyReturn to Sender-12/9/2002
7608OT: Can we just stay on topic everyone! I'm sick and tired of reading aboutReturn to Sender-12/9/2002
7607Zonder, I have to agree with you. You make a perfectly valid and useful point wwillcousa-12/9/2002
7606Thanks for your reminder on the use and misuse of statistics. This problem permwillcousa-12/9/2002
7605we've had a few warnings in small enterprise software companies- JDAS (retaiLizzie Tudor-12/9/2002
7604>> but there was good fundamental data from the tech industry, specificallSarmad Y. Hermiz-12/9/2002
7603OT I was just responding to Mike. I tried to keep it idea oriented with as litCary Salsberg-12/9/2002
7602I feel RE is saturated and further pumping of liquidity cannot do much to boost zonder-12/9/2002
7601<i>The reason why the market went up so significantly in the face of bad eLizzie Tudor-12/9/2002
7600I agree - such a thread may be of interest to many people, but it is not approprDonald Wennerstrom-12/9/2002
7599It is borderline. If the economic policy affects market action, particularly wiDonald Wennerstrom-12/9/2002
7598OT <i>I would like an informed discussion about taxation based on public aSam Citron-12/9/2002
7597TSMC, UMC to slash discounts by year-end Cage Chao, Taipei; Jane Wang, DigiTimeSpecialK-12/9/2002
7596OT I would propose a "National SpreadSheet" for graduated income tax.Cary Salsberg-12/9/2002
7595Sorry Donald. Was the first part regarding Snow and Friedman economic policy ofmichael97123-12/9/2002
7594No politics please! DonDonald Wennerstrom-12/9/2002
7593Cary, Any sentiments toward Snow or Friedman as new appointees. I think we will michael97123-12/9/2002
7592OT BORING!!!Cary Salsberg-12/9/2002
7591<i>and you guys are hardly the market movers I would sell my positions to.The Ox-12/9/2002
7590OT You are getting close to ignore, AGAIN! State what you want to say, ONCE!Cary Salsberg-12/9/2002
7589Michael - I was talking about a <I>general</I> cause and effect, ratzonder-12/9/2002
7588Ok, In reading your posts from this morning, my view is that you have ignored thThe Ox-12/9/2002
7587I would be interested to hear how my one-liner comment struck you as "self zonder-12/9/2002
7586I am not interested in where we have been but rather where we are. AMAT is not Proud_Infidel-12/9/2002
7585If I were any less polite, I would not be able to restrain myself from commentinzonder-12/9/2002
7584zonder, I believe you also need to listen to your own advice and chill. I belieThe Ox-12/9/2002
7583<i>Look into how much money was pumped into the market and then correlate Proud_Infidel-12/9/2002
7582Look into how much money was pumped into the market and then correlate that withzonder-12/9/2002
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