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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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7861This is the update for the week for the SOX. 12/13/02 12/20/02 FSTDonald Wennerstrom-12/21/2002
7860This is the update for the week for the Group. Both the Group and the SOX were Donald Wennerstrom-12/21/2002
7859<i> a prediction; that you will throw the 950 call out the window </i&gorkrious-12/21/2002
7858<<major indigestion>> Does that describe a pit stop to the said 95_scar_face_-12/21/2002
7857Excellent post Sam. Gottfried, it would seem likely to me that we can expect secReturn to Sender-12/21/2002
7856Sorry, you are of course right, typo which the speller does not catch... ZeevZeev Hed-12/21/2002
7855Weekend Market Analysis amateur-investors.com (12/21/02) The week ended on a Return to Sender-12/21/2002
7854CCMP......$48.......redwood-12/21/2002
7853G, The consumer sector P/C reading is neutral to bullish, since it is at 0.73, Sam Citron-12/21/2002
7852Unfortunately, I don't see the real McCoy I was hoping for in the post this Zeev Hed-12/21/2002
7851Sam, thank you. the P/C ratios of different sectors are new to me. Now if we onlGottfried-12/21/2002
7850Latest comment from Bernie Schaeffer's associate, Ron Taylor, on semis: TheSam Citron-12/21/2002
7849Don, I am considering a new desktop PC next year - even though the 400MHz eMachiGottfried-12/20/2002
7848Thanks for the input - interesting reading. Also, I was reading the USA Today nDonald Wennerstrom-12/20/2002
7847bpNDX remains at 62%. SEBL dropped, PDCO added. Dec03 Dec04 Dec05 Dec06 Dec09 DGottfried-12/20/2002
7846Thanks Don, interesting indeed. Business Week has an article with results of a sGottfried-12/20/2002
7845Here is an interesting article from msn.com [snip] As rallies go, the one SantDonald Wennerstrom-12/20/2002
7844I could be wrong but I believe my friends say the plasma is being replaced by acLizzie Tudor-12/20/2002
7843We have already seen the fabulous growth story of flat panels. 2 or 3 years ago dr_elis-12/20/2002
7842OT I suspect that SV apartment prices are down more as a result of the tech slumSam Citron-12/20/2002
7841I get your point, an I think we have seen an effect on RE thanks to broadband buLizzie Tudor-12/20/2002
7840<i>If I want to use broadband, I could choose to wait for it to come to meSam Citron-12/20/2002
7839Hi Cary, That's my plan - except I'm a bit more conservative than you. robert b furman-12/20/2002
7838If I want to use a deep sea port, I have no choice but to go to one. If I want Cary Salsberg-12/20/2002
7837Not at all tongue in cheek. Broadband is necessary for transferring big info carSam Citron-12/20/2002
7836RE: "What's so funny?" Broadband and deep sea ports! Tell me youCary Salsberg-12/20/2002
7835What's so funny? eomSam Citron-12/20/2002
7834RE: "When the net took off during the 90s I expected that it would have a pCary Salsberg-12/20/2002
7833Semi OT RE: Resources When the net took off during the 90s I expected that it wSam Citron-12/20/2002
7832RE: "Resources" Energy, forests, land, minerals. The "virtual&qCary Salsberg-12/20/2002
7831Semi OT <i>The "application" is saving the earth and its resouSam Citron-12/20/2002
7830OT Let me see if I understand. First I buy an ocean going yacht with mobile brCary Salsberg-12/20/2002
7829Perhaps one of the greatest "killer aps" whose time has come is WI-FI.robert b furman-12/20/2002
7828bpNDX is fixed now and is down to 62%. INTC, ICOS, CTAS, AMCC were dropped and CGottfried-12/19/2002
7827RE: "Where do you think is the growth supposed to come from?...the semi indCary Salsberg-12/19/2002
7826bpNDX not reliable today. My scan said 30% and the Stockcharts Market Summary shGottfried-12/19/2002
7825<i>Where do you think is the growth supposed to come from? Ongoing, we havLizzie Tudor-12/19/2002
7824<It almost appears as if innovation is no longer a driving force> It isn&BWAC-12/19/2002
7823Hi RtS, No idea on the $ amount - but it is huge relative to just a few years arobert b furman-12/19/2002
7822A prediction of 16 cents a share for AMATs earnings in 2003 is not that encouragdr_elis-12/19/2002
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