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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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7661SNIP: Semiconductor Equipment . . . James Covello at Goldman Sachs said he is mReturn to Sender-12/10/2002
7660<i>the average life span of semiconductor equipment is about 5 years or leaugieboo-12/10/2002
7659Sarmad, My recollection is that the average life span of semiconductor equipmentadvocatedevil-12/10/2002
7658>> "To pull out of the doldrums, companies need to cut back on chip-mSarmad Y. Hermiz-12/10/2002
7657From Briefing.com: Updated: 11-Dec-02 - General Commentary - Though the Nasdaq sReturn to Sender-12/10/2002
7656Interesting comment from Grove regarding chip-making capacity: "To pull outadvocatedevil-12/10/2002
7655"Intel's Grove says too soon to call chip rebound" biz.yahoo.com advocatedevil-12/10/2002
7654bpNDX is 70%. SPOT and ERTS dropped out Nov19 Nov20 Nov21 Nov22 Nov25 Nov26 NovGottfried-12/10/2002
7653Updated intermediate term moving average relative strength tables for today'Nutty Buddy-12/10/2002
7652Hi Sam, We will not be attending this conference. I wasn't even aware of iC_Johnson-12/10/2002
7651You make an interesting point there about the inability to forecast end demand. willcousa-12/10/2002
7650Carl, Will you or another Infrastructure staff member be attending NNT conferenSam Citron-12/10/2002
7649RE: "...two announcements..." Announcements from research labs are noCary Salsberg-12/10/2002
7648Hi, It's ironic we are having this discussion here. My partner and I were C_Johnson-12/10/2002
7647RE: "...please tell me how they can afford to play the sub 0.10 micron gameCary Salsberg-12/10/2002
7646While at a technical conference several years ago, Rick Freeman, (then at AT&Ira Player-12/10/2002
7645RE: "Somehow I doubt that you believe that noone can get a grasp of valuatiCary Salsberg-12/10/2002
7644Notes from the 2002 CSFB Technology conference SCE: Bouncing along the bottom, Alastair McIntosh-12/10/2002
7643Cary, <i>"The others will produce chips with current feature size onC_Johnson-12/10/2002
7642I would add that once mass entertainment starts really being delivered on broadbwillcousa-12/10/2002
7641Hello AD, I am happy to hear that you appreciate the comments. <i> I susC_Johnson-12/10/2002
7640Cary, you just described, almost perfectly, why Warren Buffett does not invest iRock-12/10/2002
7639RtS, ><i>Forget the news trade what you see.</i>< That's iGottfried-12/10/2002
7638Thanks. I will be around. (eom)zonder-12/10/2002
7637<i>Are we ready for 8" GaAs? December 9, 2002...Today's editorialThe Ox-12/10/2002
7636Not Quite There By Steven Price asianinvestoronline.com The buyers took a snowReturn to Sender-12/9/2002
7635True - I agree with you! <I><<You know they have no clue about &quoDonald Wennerstrom-12/9/2002
7634RE: "I agree that when looking at present earnings estimates, the stocks arCary Salsberg-12/9/2002
7633RtS, It appears there's been some evidence of tech spendin' recently, buadvocatedevil-12/9/2002
7632RE: "What I mean is that very few will be able to afford tools to make smalCary Salsberg-12/9/2002
7631Carl, Thanks for the stats and commentary. I am in agreement with most of what yadvocatedevil-12/9/2002
7630From Briefing.com: Updated: 10-Dec-02 - General Commentary - Tech sector picked Return to Sender-12/9/2002
7629Thanks. Saw the "AMAT no-politics" thread. If this is the place to pC_Johnson-12/9/2002
7628Glad you appreciate the note. CarlC_Johnson-12/9/2002
7627Carl, RE: "What happened to the Applied Materials thread?" The old &qadvocatedevil-12/9/2002
7626Carl, thank you for posting your views here! Gottfried [end]Gottfried-12/9/2002
7625Updated intermediate term moving average relative strength tables for today'Nutty Buddy-12/9/2002
7624I agree that when looking at present earnings estimates, the stocks are over valDonald Wennerstrom-12/9/2002
7623<i>Maxtor guides higher</i> How fortunate for Silver Lake Partners,Sam Citron-12/9/2002
7622Table of SOX Components P/S and P/E's. Keep in mind that according to HambreReturn to Sender-12/9/2002
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