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Semi Equipment Analysis
An SI Board Since October 2000
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96167 488 0 SOXX
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7741Semiconductor Equipment . . . Brooks-PRI Automation will have a loss of as much Return to Sender-12/14/2002
7740>> *** OT *** I am sure many of you have seen popup ads by X10 below. <Sarmad Y. Hermiz-12/14/2002
7739*** OT *** I am sure many of you have seen popup ads by X10 below. x10.com I asemi2000-12/14/2002
7738Hi Carl, Thanks for the response. "It is clear that the only way to make semi2000-12/14/2002
7737This is the 2 weeks data for the Group. 11/29/02 12/13/02 FST CALLDonald Wennerstrom-12/14/2002
7736Just to follow thru with a little more data. The last 2 weeks was not the time Donald Wennerstrom-12/14/2002
7735NDX additions and deletions Dec 23. Message 18335904 G.Gottfried-12/13/2002
7734Here are the results for the SOX for this week. 12/6/02 12/13/02 Donald Wennerstrom-12/13/2002
7733RE: "You mean like the "myth" that the semicon business is lousy Cary Salsberg-12/13/2002
7732This is the update for the Group for this week. Note that the number of stocks Donald Wennerstrom-12/13/2002
7731bpNDX is down to 66 from 70%. 5 stocks dropped, 1 added: AMGN+ BBBY- CHKP- MSFT-Gottfried-12/13/2002
7730"I am debunking myths" You mean like the "myth" that the sewillcousa-12/13/2002
7729Hi, Winding down for the weekend - well, maybe not for the weekend. I have pleC_Johnson-12/13/2002
7728RE: "...never existed and is unlikely to ever exist..." I agree with Cary Salsberg-12/13/2002
7727Cary, The "99%" round number imagines a chip world which has never exIan@SI-12/13/2002
7726RE: "I don't see any way in which the SCE industry can come close to thCary Salsberg-12/13/2002
77255:55 am PT JP Morgan initiates coverage on semis : JP Morgan says their analysisGottfried-12/13/2002
7724<i>(For convenience and round numbers let us assume "almost" is The Ox-12/13/2002
7723RE: Lack of visability I think the following announcement by a large Berkshire Sam Citron-12/13/2002
7722RE: "The chip equipment guys can't be as big as the chip guys and the cCary Salsberg-12/13/2002
7721Hi, <i>1. When you say, "...semiconductor end market has fractured iC_Johnson-12/13/2002
7720RE: " am not interested in wafers. I am interested in specialty materials lCary Salsberg-12/12/2002
7719RE: "Today's semiconductor end market has fractured in to many, many diCary Salsberg-12/12/2002
7718"Japan set for overdue splurge on microchip plants" biz.yahoo.com Adadvocatedevil-12/12/2002
7717I am not interested in wafers. I am interested in specialty materials like highC_Johnson-12/12/2002
7716Hi Cary, <i>This is a classic case of "generals fighting the last waC_Johnson-12/12/2002
7715RtS, Thanks for the Hard Right Edge bookmark - never saw that one before. As youadvocatedevil-12/12/2002
7714RE: "I like the materials business for the long term..." I have avoidCary Salsberg-12/12/2002
7713Semiconductor Equipment . . . Cymer expects 4th quarter results to be inline witReturn to Sender-12/12/2002
7712RE: "2. The Killer Apps..." I think this is the most noteworthy prediCary Salsberg-12/12/2002
7711RE: "It's taking the industry a while to see that something is differenCary Salsberg-12/12/2002
7710Hello semi2000, Before I answer your questions directly I need to say a few thiC_Johnson-12/12/2002
7709From Briefing.com: Updated: 13-Dec-02 - General Commentary - Talk about your notReturn to Sender-12/12/2002
7708RtS, is Stockcharts broken? All I get is a grey square instead of a chart. GottfGottfried-12/12/2002
7707Ever check out the Hard Right Edge AD? Dave Landry is looking for more downside Return to Sender-12/12/2002
7706bpNDX unchanged at 70% for third day Nov20 Nov21 Nov22 Nov25 Nov26 Nov27 Nov29 Gottfried-12/12/2002
7705"Brooks-PRI says to post wider-than-expected loss" biz.yahoo.com sniadvocatedevil-12/12/2002
7704Hello Carl, How did INFRA suggestions for the year to date do? Which were yoursemi2000-12/12/2002
7703Bear Stearns Equity Research PC Hardware; Enterprise Hardware, Data Storage, StTerry D-12/12/2002
7702<i>Again, I appreciate your candor</i> Thanks. If I get out of linC_Johnson-12/12/2002
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