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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96172 488 0 SOXX
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Introduction Market Data Compact
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7781Sarmad, I just updated the bpcompq vs compq with vix chart home.attbi.com Note Gottfried-12/17/2002
7780>> closer scrutiny would help those few who trade on PnF signals [or at leSarmad Y. Hermiz-12/17/2002
7779bpNDX stays at 64%. MEDI added, COST dropped. Nov26 Nov27 Nov29 Dec02 Dec03 DecGottfried-12/17/2002
7778Carl, I thank you for your take on the stocks. I understand you won't talk semi2000-12/17/2002
7777FPGA aids process development Message 18345093Cary Salsberg-12/17/2002
7776FPGA cost Message 18345076Cary Salsberg-12/17/2002
7775Sam, I don't trade individual stocks on PnF signals but observe the group buGottfried-12/17/2002
7774OT <i>closer scrutiny would help those few who trade on PnF signals</i&Sam Citron-12/17/2002
7773Sam, re ><i>lately you have been mentioning which issues have been addeGottfried-12/17/2002
7772OT I have noticed that lately you have been mentioning which issues have been aSam Citron-12/16/2002
7771<i>Veeco Instruments and FEI Company Joint Announcement Monday December 16The Ox-12/16/2002
7770Thanks Carl. I guess that's why you like KLAC and not much else!semi_infinite -12/16/2002
7769bpNDX dropped to 64%. GMSTE and CMCSK left the list Nov27 Nov29 Dec02 Dec03 DecGottfried-12/16/2002
7768From Briefing.com: Updated: 17-Dec-02 - General Commentary - In the absence of aReturn to Sender-12/16/2002
7767Hi, <i>obviously 10 years and successful in SCE - AMAT,KLAC,NVLS are probC_Johnson-12/16/2002
7766Hi semi_infinite, A comment like is misleading because he is throwing a blanketC_Johnson-12/16/2002
7765Hi JS, You are welcome. Hope those stocks do well for you. Regards, CarlC_Johnson-12/16/2002
7764<i>Helix Reiterates Fourth Quarter Guidance, Updates Restructuring Plan StThe Ox-12/16/2002
7763Thanks for the Intel product timeline. Nice find!Sam Citron-12/16/2002
7762intel.com would seem to bear out your statement. INTC's last new FPGA prodIan@SI-12/16/2002
7761RE: "It seems quite logical that a 90nm XLNX FPGA would compete head to heaCary Salsberg-12/16/2002
7760Cary, Why do you believe the statement is BS? It seems quite logical that a 90Ian@SI-12/16/2002
7759I don't expect intel to stop advancing the technology either but to be very willcousa-12/16/2002
7758To return to our INTC discussion, I agree that things are "slow". TodCary Salsberg-12/16/2002
7757I totally agree with you about the growth rate for PC's. Billions of dollarwillcousa-12/16/2002
7756RE: "The chips are expected to go head-to-head with similar 90nm processorsCary Salsberg-12/16/2002
7755From Briefing.com: 8:29AM ATI Tech discloses concerns over insider trades (ATYT)Return to Sender-12/16/2002
7754<i>IBM, Xilinx Making Microscopic Chips By Michael Singer IBM (Quote, CThe Ox-12/16/2002
7753Carl, Thanks for your response. I agree with your thoughts regarding ATML. I'JakeStraw-12/16/2002
7752From Briefing.com: Updated: 16-Dec-02 - General Commentary - Though investors maReturn to Sender-12/15/2002
7751Ketan - thanks for the kind words. I do have data in tabular form for the GroupDonald Wennerstrom-12/15/2002
7750Thanks for the SCE and SOX table data, Don. Excellent work. I confess, I mostlSpecialK-12/15/2002
7749Carl - Is your capacity utilization data consistent with what Fred Hickey gave semi_infinite -12/14/2002
7748Joke at the bottom: From Briefing.com: 4:17PM Weekly Wrap: No, Virginia, there mReturn to Sender-12/14/2002
7747Expanding on the previous post, the bottom line numbers on momentum gathered togDonald Wennerstrom-12/14/2002
7746RE: "...both operate in the integrated circuits market..." As opposedCary Salsberg-12/14/2002
7745The following table contains 2 elements of information for the SOX. The first 3Donald Wennerstrom-12/14/2002
7744Don the Amateur Investor Weekend Market Analysis still sees a good chance of thiReturn to Sender-12/14/2002
7743This is the present analyst recommendations as compiled by I/B/E/S. AnalDonald Wennerstrom-12/14/2002
7742RtS, Thanks for all the information you post. It is really a big plus to have Donald Wennerstrom-12/14/2002
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