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Semi Equipment Analysis
An SI Board Since October 2000
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8421From Briefing.com: 10:36 ET Sector Watch: Semiconductor -- Technical -- SecReturn to Sender-2/4/2003
8420Good Morning RtS, Number to watch now that the NAZ has slipped marginally belowrobert b furman-2/4/2003
8419From Briefing.com: 8:53AM S&P futures vs fair value: -9.1. Nasdaq futures vsReturn to Sender-2/4/2003
8418CSFB is looking for strong growth in the wireless handset market <b>PriciAlastair McIntosh-2/4/2003
8417<B>Hitachi ekes out Q3 profit, keeps full-yr targets</B> Tuesday FebStanX Long-2/4/2003
8416Some good news from Japan, Stan. <B>Sharp Q3 net lifted by photo-phones, fStanX Long-2/4/2003
8415Hi RtS, Thanks to Kirk on Da Chief's thread:http://www.siliconinvestor.com/robert b furman-2/3/2003
8414Chip market up 1.3% in '02 says SIA, predicts 20% growth in '03 By PeteReturn to Sender-2/3/2003
8413>> I missed any discussion of this here on SI last year, I do agree that tSarmad Y. Hermiz-2/3/2003
8412Technical Analysis: Consolidating At The Lows by Paul Shread internetstockreporReturn to Sender-2/3/2003
8411bpNDX is at 46% [EBAY added, MLNM dropped] Jan16 Jan17 Jan21 Jan22 Jan23 Jan24 Gottfried-2/3/2003
8410From Briefing.com: Updated: 04-Feb-03 - General Commentary - Bolstered by a reasReturn to Sender-2/3/2003
8409Thanks very much Sarmad, Gottfried and all for your take on the dollar wrt stockLizzie Tudor-2/3/2003
8408Hi Mr Green Jeans, My degree was mathematics ,accounting,and a lot of economicsrobert b furman-2/3/2003
8407Robert <i>As we become more competitive again the dollar should resume MrGreenJeans-2/3/2003
8406ww chip sales vs equipment bookings home.attbi.com Glancing at the chart, slightGottfried-2/3/2003
8405Agreed! Keep an eye on the put to call ratio G. We are so far today a bit on theReturn to Sender-2/3/2003
8404Hi RtS, This is now a sideways market for a while - with an excellent possibilirobert b furman-2/3/2003
8403RtS, $namo could bounce around -25 for days - as it did in December. Looks like Gottfried-2/3/2003
8402I'm watching 870 on the SPX as a resistance level that may turn back this raReturn to Sender-2/3/2003
8401HEHE, Me TOO. Bobrobert b furman-2/3/2003
8400Robert, I also agree with you that EVENTUALLY, the good effects of a lower dollSarmad Y. Hermiz-2/3/2003
8399Wonder if we bounce here or go down to retest 1312? looks like bounce now - butrobert b furman-2/3/2003
8398HI Sarmad, I see your point. I also think the strength of the Dollar is a veryrobert b furman-2/3/2003
8397>> I wouldn't be so negative on the Dollars fall not helping Domestic Sarmad Y. Hermiz-2/3/2003
8396RtS, thank you. I bookmarked these. A comparison to other indicators is in orderGottfried-2/3/2003
8395CSFB's Outlook: <b> December SIA: 4Q Results Below Average; Fragile Q1Alastair McIntosh-2/3/2003
8394Hi RtS, Not good for AMD. I remember when Intc delayed the Pentium III - pricerobert b furman-2/3/2003
8393Exactly, To me it declares we are concerned about ourselves first. Generally wrobert b furman-2/3/2003
8392From Briefing.com: 8:24AM Conexant's set-top box selected by Samsung ElectroReturn to Sender-2/3/2003
8391HI, RtS, McClellan Oscillator is an excellent indicator of when the big dips arobert b furman-2/3/2003
8390Robert Excellent point. Put another way a fall in the dollar makes our exporMrGreenJeans-2/3/2003
8389Hi Sarmad, I wouldn't be so negative on the Dollars fall not helping Domestrobert b furman-2/3/2003
8388Thanks for the link, Gottfried. There's a lot of info there. I'll try toSarmad Y. Hermiz-2/2/2003
8387I think these charts will work better G. The first one is the NASDAQ McClellan aReturn to Sender-2/2/2003
8386Sarmad, some foreign activity [among other things] bea.gov G.Gottfried-2/2/2003
8385RtS, it's worth a good look. The chart I linked earlier will show us. G. [enGottfried-2/2/2003
8384Gottfried do you think the McClellan Oscillator or indicator is potentially usefReturn to Sender-2/2/2003
8383>> foreign activity which seems to be the real driver for the bear mkt accSarmad Y. Hermiz-2/2/2003
8382RtS, the market risk indicator IS available as a chart to subscribers but could Gottfried-2/2/2003
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