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Semi Equipment Analysis
An SI Board Since October 2000
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8021bpNDX rose to 66% due to CMCSA joining the club of stocks with PnF 'buys'Gottfried-1/13/2003
8020Not only that but that "limited view" approximates the vision level ofwillcousa-1/13/2003
8019<i>How many MOCVDs ARE There in Taiwan? January 13, 2003...The inside jokeThe Ox-1/13/2003
8018Sorry Cary. I should have known. I think maybe I just had a bad weekend. RtSReturn to Sender-1/13/2003
8017RE: "...so if you were suggesting that then you are wrong." I am surpCary Salsberg-1/13/2003
8016INTC has been very good in the past at addressing new market opportunities even Return to Sender-1/13/2003
8015RE: "At what point do investors begin to view Intel and other PC businessesCary Salsberg-1/13/2003
8014Updated: 13-Jan-03 - General Commentary - The good news is that the sector has bReturn to Sender-1/13/2003
8013Semiconductor Equipment . . . USB Piper Jaffray raised 2003 estimates for ApplieReturn to Sender-1/12/2003
8012bpcompq and vix chart updated home.attbi.com I expect more upside for bpcompq aGottfried-1/11/2003
8011From “cordb” at the Motorola board at Message 18433095 Has the following intereRMP-1/11/2003
8010bpNDX rose by one [BBBY] to 65% Dec20 Dec23 Dec24 Dec26 Dec27 Dec30 Dec31 Jan02Gottfried-1/10/2003
8009"void" Just did, myself. LOLwillcousa-1/10/2003
8008voidmichael97123-1/10/2003
80078:56AM S&P futures vs fair value: -10.3. Nasdaq futures vs fair value: -17.0Return to Sender-1/10/2003
8006Catalysts for Upcoming Week (from CSFB) Expect 4Q02 in-line, with flat to positAlastair McIntosh-1/10/2003
8005"TSMC sees December sales down, UMC, Winbond do better" By Peter Claradvocatedevil-1/10/2003
8004"New wave of discounting hits fab-tool industry" By Mark LaPedus, Semadvocatedevil-1/10/2003
8003"FSI International Issues 2nd-Quarter Guidance" biz.yahoo.com <i&advocatedevil-1/10/2003
8002"AMD scales back cooperation with Taiwan's UMC" biz.yahoo.com &ladvocatedevil-1/10/2003
8001I know you guys talk about K&S from time to time so let me put this where ithedgeclipper-1/9/2003
8000Semiconductor Equipment . . . Brooks-PRI Automation announced that it received Return to Sender-1/9/2003
7999Updated: 10-Jan-03 - General Commentary - Didn't take long for Nasdaq to go Return to Sender-1/9/2003
7998bpNDX rose to 64%. INTU and SEBL got new buy signals Dec20 Dec23 Dec24 Dec26 DeGottfried-1/9/2003
7997Michael. thanks for the Soundview link! I downloaded the pdf [after disabling myGottfried-1/9/2003
7996From Soundview (PDF file contains charts and additional info) PDF found at: resThe Ox-1/9/2003
7995bpNDX unchanged at 62% Wednesday Dec19 Dec20 Dec23 Dec24 Dec26 Dec27 Dec30 Dec3Gottfried-1/9/2003
7994From Briefing.com: 8:40AM Foundry Ntwks: Fulcrum reiterates Sell rating (FDRY) 8Return to Sender-1/9/2003
7993Michael, dealing /listening to Pru, and many others for that matter, is like plaELH1006-1/9/2003
7992From Briefing.com: Updated: 09-Jan-03 - General Commentary - Just as they did baReturn to Sender-1/8/2003
7991interesting, thanks especially the last recessionary period (90)Lizzie Tudor-1/8/2003
7990Kirk, much better, thanks for the idea. home.attbi.com and thank you for the SPGottfried-1/8/2003
7989Kirk, good idea to plot 1/PE. [end]Gottfried-1/8/2003
7988Here it is thestreet.com the chart shows "Ratio of S&P 500 index to itKirk ©-1/8/2003
7987Nice chart investorshub.com How about plotting earnings yield (1/PE) on it? thKirk ©-1/8/2003
7986bpNDX for yesterday was unchanged at 62% and no stocks changed either Dec19 DecGottfried-1/8/2003
7985From Briefing.com: ISIL Intersil announces new WLAN driver (15.77) Co announces Return to Sender-1/8/2003
7984BWAC and the rest of the group here. Subject 53575 The link I just included inThe Ox-1/7/2003
7983Well I asked this question on another thread today regarding these upgrades/downBWAC-1/7/2003
7982Like I said to Gottfried I believe everyone has a bias. PRU probably made the moReturn to Sender-1/7/2003
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