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Semi Equipment Analysis
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8301My response to your post follows below. First a semi news blip: <i> JanThe Ox-1/29/2003
8300Kirk, It sure does seem that way; exactly why I have absolutely no idea. BrianProud_Infidel-1/29/2003
8299Also note WFR. siliconinvestor.comBerk-1/29/2003
8298<<we need to ask WHOSE sentiment >> ........and how you judge sentiHenry J Costanzo-1/29/2003
8297<B>The show never ends. </b> And the people running the current shoKirk ©-1/29/2003
8296The current troubles are temporary, if not outright imagined. Being fed bs dailyBWAC-1/29/2003
8295Have you seen the Fed Model or ran the numbers lately? Take estimated 2003 operKirk ©-1/29/2003
8294Hi G, My reaction is to what I've seen in print, on the internet and on TV. The Ox-1/29/2003
8293I wrote: <I>Now if I look at Gallery charts of two back end wafer fab comKirk ©-1/29/2003
8292MH, Mark Hulbert reported a large drop in sentiment Message 18501160 The AAII hGottfried-1/29/2003
8291Brian, There are way too many bulls out there. Even after all the damage the beThe Ox-1/29/2003
8290Where are these Bulls they are supposedly talking to? Mutual funds are seeing Proud_Infidel-1/29/2003
8289From Briefing.com: 8:53AM Bear reading ticks lower : We're hearing from tradReturn to Sender-1/29/2003
8288Nvls on a weekly candlestick chart has an ugly bounce off of the 50 ma. Looks trobert b furman-1/29/2003
8287NVLS a good short here? Probably, right at the open it will pop and drop. It wilReturn to Sender-1/29/2003
8286>A low vix over many days might equal a high vix in a single day? I think thiReturn to Sender-1/29/2003
8285Hi RtS, Wondering if Nvls AH pop up is a great short opportunity here? Any thorobert b furman-1/29/2003
8284<I>On what Lizzie had to say. Actually I do agree with both her and GottfrKirk ©-1/28/2003
8283>> vix>50 and bpndx<30 is just a matter of time. Gottfried, Most cSarmad Y. Hermiz-1/28/2003
8282Semiconductor Equipment . . . Dover said its fourth- quarter net income fell toReturn to Sender-1/28/2003
8281From Briefing.com: Updated: 29-Jan-03 - General Commentary - Though techs manageReturn to Sender-1/28/2003
8280bpNDX dropped one [INTU] to 50%. Jan09 Jan10 Jan13 Jan14 Jan15 Jan16 Jan17 JanGottfried-1/28/2003
8279Gottfried -- RATS! ): eomaugieboo-1/28/2003
8278NVLS is nicely higher after hours lifting the semiconductors enough for them to Return to Sender-1/28/2003
8277UPDATE 1-Novellus 4th-qtr profit falls 83 pct after charges 1/28/2003 4:41:06 PMStanX Long-1/28/2003
8276I don't think we resolved my question: <B>Were the KLIC higher ordersKirk ©-1/28/2003
8275Hi G, Now that we've all announced what our dire expectations are - I guessrobert b furman-1/28/2003
8274Lizzie, You will never make that informative point to more than about 5 people lBWAC-1/28/2003
8273Watching closely as well. Bobrobert b furman-1/28/2003
8272Bob most of my screen is green now. My ALTR is up as are most of the pure semicoReturn to Sender-1/28/2003
8271Lizzie, I must say that I am in your camp. The Bears are looking for capitulatProud_Infidel-1/28/2003
8270With Dow and Naz both up - I sure don't see where the gain is?? All of my srobert b furman-1/28/2003
8269Thanks Gottfried, great posts and links. I think the issue that is most fascinaLizzie Tudor-1/28/2003
8268RtS, vix>50 and bpndx<30 is just a matter of time. G. [end]Gottfried-1/28/2003
8267We don't need to measure capitulation by dollar values or even trading volumReturn to Sender-1/28/2003
8266Lizzie, AMEN! ><i>You can't have a major capitulation event with 2-Gottfried-1/28/2003
8265<i>Anyone heavy into the bubble stocks like JDSU, Ariba, CMGI, etc. were sLizzie Tudor-1/28/2003
8264<i>I think we will have bears still looking for a washout capitulation eveProud_Infidel-1/28/2003
8263I think they lie about it if surveyed so Mark Hulbert looks at their bulletins aKirk ©-1/28/2003
8262>Newsletter writers of course know they're being used as a contrary indicReturn to Sender-1/28/2003
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