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Semi Equipment Analysis
An SI Board Since October 2000
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8341RtS, thanks for the VTO chart link. The 29% level is problematic, too, because tGottfried-2/1/2003
8340Gottfried and all. I'm going to suggest again that we all try to get on the Return to Sender-2/1/2003
8339Sarmad, sure, but what do you do if it doesn't reach 50%. ><i>I seeGottfried-2/1/2003
8338>> failure of bpcompq to exceed 50% should have been taken as a sell signaSarmad Y. Hermiz-2/1/2003
8337RtS, chart with vix/bpcompq updated home.attbi.com In hindsight I see that failGottfried-1/31/2003
8336bpNDX dropped two to 46% [QLGC and XLNX] Jan14 Jan15 Jan16 Jan17 Jan21 Jan22 JaGottfried-1/31/2003
8335Michael, you can e-mail Don by clicking on the name in his profile. G. [end]Gottfried-1/31/2003
8334Thanks, G. I was also curious about his absence.The Ox-1/31/2003
8333RtS and all who have wondered about Don W., he's well and out of the market Gottfried-1/31/2003
8332Hi rts, This is just another data point which reinforces my position that too maThe Ox-1/31/2003
8331AMAT Applied Materials sees Q1 orders below target (12.95) Semiconductor equipmReturn to Sender-1/31/2003
8330Technical Analysis: Back To Support by Paul Shread internetstockreport.com JanReturn to Sender-1/30/2003
8329From 2020Insight: Semiconductors . . . ESS Technology (chips for digital video-dReturn to Sender-1/30/2003
8328From Briefing.com: Updated: 31-Jan-03 - General Commentary - Threat of war, anemReturn to Sender-1/30/2003
8327RtS, Don's last post was on Jan 2. Gottfried [end]Gottfried-1/30/2003
8326RTS: Re: ""Simply, while picking SPE semiconductor- production equipmeJusta Werkenstiff-1/30/2003
8325bpNDX dropped one to 48% [FISV lost its 'buy' signal] Jan14 Jan15 Jan16Gottfried-1/30/2003
8324OT, I guess... Is Don on vacation? We have not heard from him in quite a little Return to Sender-1/30/2003
8323I wonder if they like Rubin as well today since they now know the recession begawillcousa-1/30/2003
8322It was Bob Rubin they liked. Bush doesn't seem to be taking the same care wLizzie Tudor-1/30/2003
8321Thanks Kirk, Steve does a good job of summarizing. The only thing better would bGottfried-1/30/2003
8320SteveT updates those sentiment numbers weekly here: suite101.com This will send Kirk ©-1/30/2003
8319found it in Barron's online.wsj.com Investor Sentiment Readings High bulliGottfried-1/30/2003
8318mchjc, thank you for mentioning Market Vane. Will check it out. Gottfried [end]Gottfried-1/30/2003
8317Gottfried.....Over the years, I have followed most the Market Vane surveys publiHenry J Costanzo-1/30/2003
8316In the mean time our economy grew moderately thru each quarter of 03. Low ratesrobert b furman-1/30/2003
8315"Applied to axe 165 jobs in Texas, says report" By Semiconductor Busiadvocatedevil-1/30/2003
8314"Electroglas Reports Fourth Quarter 2002 Results" biz.yahoo.com <advocatedevil-1/30/2003
8313Fleck: AMAT Flunks Margin-of-Safety Inspection By Bill Fleckenstein 01/29/2003 Return to Sender-1/30/2003
8312Electroglas Reports Fourth Quarter 2002 Results Thursday January 30, 7:45 am ET Return to Sender-1/30/2003
83117:37AM Ultratech Stepper misses quarter (UTEK) 12.04: Reports Q4 (Dec) loss of $advocatedevil-1/30/2003
8310"Back to profit UMC joins peers in capex cuts" By Mike Clendenin EE Tadvocatedevil-1/30/2003
8309From Briefing.com: Updated: 30-Jan-03 - General Commentary - Market shrugged offReturn to Sender-1/29/2003
8308RtS, so Mark Hulbert's reading must be done differently. But Mark's methGottfried-1/29/2003
8307Yup Briefing.com had it right. We are at 50% bulls and 26% bears on the latest nReturn to Sender-1/29/2003
8306mchjc, if I wanted to know more about newsletters I'd go with Mark Hulbert. Gottfried-1/29/2003
8305bpNDX dropped one to 49% because SIAL lost its 'buy' status Jan13 Jan14Gottfried-1/29/2003
8304Michael the troubles are real in the economy. Unemployment is real. My brother hReturn to Sender-1/29/2003
8303<i>Gateway Q4 net loss hits $72 million (4:53 PM ET) Gateway(GTW)matched aThe Ox-1/29/2003
8302All that even in the grips of the fear frenzy.......BWAC-1/29/2003
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