SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
96184 488 0 SOXX
Emcee:  Return to Sender Type:  Moderated
Previous 40 | Next 40 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
8181"Cypress hints of more cuts amid Q4 loss" siliconstrategies.com <advocatedevil-1/23/2003
8180Semiconductors . . . LSI Logic forecast first-quarter revenue of $370 million toReturn to Sender-1/23/2003
8179Technical Analysis: Indexes Hit Resistance by Paul Shread January 23, 2003 - WReturn to Sender-1/23/2003
8178From Briefing.com: Updated: 24-Jan-03 - General Commentary - After falling roughReturn to Sender-1/23/2003
8177bpNDX is down two to 57% [ALTR and RYAAY dropped] Jan08 Jan09 Jan10 Jan13 Jan14Gottfried-1/23/2003
8176KLA-Tencor sees Q3 EPS 12 cents, sales 300 mln usd SAN FRANCISCO, Jan 23, 2003 kdavy-1/23/2003
8175I think this is worth understanding. So far I have not seen anyone list a technKirk ©-1/23/2003
8174A customer quote from a news release about the sale of Maxxams. ASE Vice PresidCary Salsberg-1/23/2003
8173If you listen to the KLIC conference call Scott K. goes into this at length. .1Ian@SI-1/23/2003
8172FWIW CSFB states the that current bonder uptick is being driven by a better yielAlastair McIntosh-1/23/2003
8171<I>I believe this is a technology issue, not a capacity issue. I think I rKirk ©-1/23/2003
8170RE: "...increased demand for wire bonders." I believe this is a technCary Salsberg-1/23/2003
8169I keep expecting our wonderful chartist, Gottfried, to come up with a chart of AKirk ©-1/23/2003
8168Kirk, I was wondering the same thing myself. The last time KLIC saw a pick up inReturn to Sender-1/23/2003
8167<I>Kulicke & Soffa reported fiscal first quarter results that exceededKirk ©-1/23/2003
8166Semiconductor Equipment . . . Kulicke & Soffa reported fiscal first quarterReturn to Sender-1/22/2003
8165From Briefing.com: Updated: 23-Jan-03 - General Commentary - Nasdaq failed to hoReturn to Sender-1/22/2003
8164bpNDX dropped to 59% due to CPWR and PCKR losing their 'buy' status JanGottfried-1/22/2003
8163thanksorkrious-1/22/2003
8162From Briefing.com: 5:47PM STMicroelectronics beats by a penny (STM) 18.73 -0.24:Return to Sender-1/22/2003
8161Guidance for TXN capex apparently was the same as the $800 million it is now. Return to Sender-1/22/2003
8160CNBC said TXN cap ex was $800M. does anyone know what prior guidance had been?orkrious-1/22/2003
81594:29pm 01/22/03 <b>Altera posts fourth-quarter profit vs. year-ago loss Kayaker-1/22/2003
8158Look at it this way. PRU issues the "upgrade". Their retail customThe Ox-1/22/2003
8157<i> but to what end would a wire house want to bag its retail base while hPink Minion-1/22/2003
8156Because it takes a lot of your money to build, operate, and maintain the lifestyBWAC-1/22/2003
8155Re - "Michael this is why I hate analysts. This upgrade by PRU just looks lTerry D-1/22/2003
8154Kirk, good question, but I have no bull data. G. [end]Gottfried-1/22/2003
8153G- Someone from Bear - Charles Boucher most likely. TDTerry D-1/22/2003
8152Great chart! I'd love to see what it looked like during the bull... especialKirk ©-1/22/2003
8151That's another great chart Gottfried. investorshub.com Generally I would Return to Sender-1/22/2003
81502 ways to time the QQQ investorshub.comGottfried-1/22/2003
81498:43AM Motorola comments on channel inventory (MOT) 8.75: -- Update -- In responReturn to Sender-1/22/2003
8148So the bookings are rising at a snail's pace while the vendors chew through Sarmad Y. Hermiz-1/21/2003
8147RtS, here's the chart home.attbi.com Will have the other charts in a coupleGottfried-1/21/2003
8146Semiconductor Equipment . . . Salomon Smith Barney raises their sector weightingReturn to Sender-1/21/2003
8145North American Semiconductor Equipment Industry Posts December 2002 Book-to-BillReturn to Sender-1/21/2003
8144North American chip equipment orders up in December Tuesday January 21, 8:29 pm Return to Sender-1/21/2003
8143Updated: 22-Jan-03 - General Commentary - Nothing on the earnings front to get eReturn to Sender-1/21/2003
8142bpNDX is down to 61% because FLEX and HGSI lost their 'buy' status Jan0Gottfried-1/21/2003
Previous 40 | Next 40 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):