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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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8061From Briefing.com: 9:08PM Teradyne guidance clarification (TER) 15.48 +0.50: -- Return to Sender-1/14/2003
8060Semiconductor Equipment . . . USB Piper Jaffray initiated Taiwan Semi with a MarReturn to Sender-1/14/2003
8059I had Depreciation for this year at 4.8 approx 1.2 per quarter based on 10Q fileBWAC-1/14/2003
8058<i>Cary, someone listening on the CC reported that in 2003 like 2002, 75% orkrious-1/14/2003
8057Cary, someone listening on the CC reported that in 2003 like 2002, 75% of capex Zeev Hed-1/14/2003
8056It did in the year just past as well about $5.2 Depreciation vs $4.7 Capex. ZeeZeev Hed-1/14/2003
8055Re:<i>See here is a good example of positive analyst action. PRU is doing Proud_Infidel-1/14/2003
8054RE: "PRU is doing their part to make the SOX go higher. They are saying gooCary Salsberg-1/14/2003
8053RE: "Any comments?" Cap Ex includes the land and buildings in additioCary Salsberg-1/14/2003
8052<I>I happened to look into "capex" and what it meant while reseaKirk ©-1/14/2003
8051Just about any long lived asset actually. I don't trust anything Asshock saBWAC-1/14/2003
8050Linear Technology Reports Improved Sales and Profits Over the Prior Year TuesdayReturn to Sender-1/14/2003
8049I don't know... I didn't listen to the call and tried to dig up this infLizzie Tudor-1/14/2003
8048Could be true? Where did Asshock get his info? Was it from the conference call oBWAC-1/14/2003
8047Did anyone see Ashok Kumar on cnbc a few minutes ago talking about these capex cLizzie Tudor-1/14/2003
8046Intel Profit Doubles, Sees '03 Capex Down Tuesday January 14, 6:00 pm ET bReturn to Sender-1/14/2003
8045From Briefing.com: 4:39PM Intel CFO sees lower first half of 2003 and higher secReturn to Sender-1/14/2003
8044Who will benefit from the cap-ex 300mm wafers? FredFrederick Langford-1/14/2003
8043Intel summary: biz.yahoo.com Fourth-quarter net income was $1.0B, up 53% sequeKirk ©-1/14/2003
8042Who builds the 300mm equipment? (And just as important, who doesn't?)augieboo-1/14/2003
80412003 should be a brutal year for the leading equipment stocks. MIKEMichael Young-1/14/2003
8040Intel makes 16¢ <B>Capital spending for 2003 is expected to be betweKirk ©-1/14/2003
8039Alastair, just saw this about Samsung. I'm sure Nokia and Motorola are checw0z-1/14/2003
8038Current Thomas Wiesel Comm IC (both Wireline and Wireless) Review available herew0z-1/14/2003
8037Doing a fairly good job of selling the pending news right now. Whichever it may BWAC-1/14/2003
8036Just a passing thought. How often has INTC torpedoed the market over the past cThe Ox-1/14/2003
8035LLTC Linear Tech: Prudential checks indicate solid quarter (30.82 +1.11) We areReturn to Sender-1/14/2003
8034RE: "Anyone here believe they will beat estimates but caution that there stCary Salsberg-1/14/2003
8033Alastair, thanks for the CSFB update. IMHO, CSFB has one of the worst analysts w0z-1/14/2003
8032>Why compare NSM to TXN and INTC?< The skeptic in me believes that SalomoReturn to Sender-1/14/2003
8031RE: "...2) valuation is more reasonable vs TXN and INTC..." Why compaCary Salsberg-1/14/2003
8030For a different point of view: (CSFB Jan 13) Rebalancing the Group - QCOM UpgraAlastair McIntosh-1/14/2003
8029Is it just me or does it seem like a lot of the upgrades recently have been likeReturn to Sender-1/14/2003
8028OK RtS...here's my contribution for the day: 08:26 ET CIBC upgrades select w0z-1/14/2003
8027From Briefing.com: NSM National Semi added to Solly's Recommended List (16.Return to Sender-1/14/2003
8026In addition, I also want to say thanks to ALL the regular contributors to this tadvocatedevil-1/13/2003
8025RtS, Just a brief note to say thank you for taking the time to regularly post aladvocatedevil-1/13/2003
8024RtS, TSC on the Deutsche downgrades Message 18440608 G.Gottfried-1/13/2003
8023Updated: 14-Jan-03 - General Commentary - If you like a flat market, it doesnReturn to Sender-1/13/2003
8022Semiconductor Equipment . . . Digitimes reported that Taiwan Semi/United Micro lReturn to Sender-1/13/2003
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