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Semi Equipment Analysis
An SI Board Since October 2000
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8501Bob, it's actually going to the Mediterranean alertnet.org G. [end]Gottfried-2/9/2003
8500I wonder if it is going there in reverse.gg Bobrobert b furman-2/9/2003
8499Bob, that's the beauty of bp and other indicators: they work without knowledGottfried-2/9/2003
8498<i>So we probably see a bottom by early March and another even lower one pLizzie Tudor-2/9/2003
8497Hi G, I think Germany will be OK. I have a negative view of the French most tirobert b furman-2/9/2003
8496Jim, I missed orange TV screens totally because I seldom turn it on. Also went sGottfried-2/9/2003
8495HI James, That is exactly true. I've been wondering what I would do if Al robert b furman-2/9/2003
8494Bob, sure is steep - and the up moves have been equally steep last year. Still, Gottfried-2/9/2003
8493Hi AD, This sure means it becomes a stock pickers game. The concept of the tidrobert b furman-2/9/2003
8492Hi Steven, Ralph Bloch says he needs to see a sell off on lighter volume as Octrobert b furman-2/9/2003
8491HI G, This thread continues to provide excellent analysis regarding the marketsrobert b furman-2/9/2003
8490Good Morning RtS, Last week saturday I attended a TCNET trading seminar. Durinrobert b furman-2/9/2003
8489A good example of this is turning on your TV news screen on every channel and beJames Calladine-2/9/2003
8488The long term effects may be a lot longer and worse than anticipated...for exampSun Tzu-2/9/2003
8487I don't disagree with any of that. I'm just not convinced we'll getKayaker-2/9/2003
8486Kayaker, I'm going to disagree with you on a few points. The market does notReturn to Sender-2/8/2003
8485G, Well as far as AMAT is concerned, it appears the thinkin' is that the droadvocatedevil-2/8/2003
8484ad, looks like AMAT and ACLS orders bottomed a quarter later than the others. GoGottfried-2/8/2003
8483SCE/AMAT Net Orders Comparison I ran across these numbers in a Goldman Sachs readvocatedevil-2/8/2003
8482<i>VIX trades over 50, BPNDX is under 20.....large percentage rally from tKayaker-2/8/2003
8481I agree with you but I'm not sure that we will get blow off volume to help uReturn to Sender-2/8/2003
8480"IC inventory reduction continues--at a slower pace" By Greg Sheppardadvocatedevil-2/8/2003
8479RTS: Doesn't seem as though we have a blowoff down volume or advance declinSteven C. Vartan-2/8/2003
8478Dow and S&P 500 broke below their 61.8% Retracement Levels on Friday: amateReturn to Sender-2/8/2003
8477A BPNDX fall below 20 again may mark a bottom: stockcharts.com[h,a]dallyyay[de]Return to Sender-2/8/2003
8476Hi Bob, thanks for your analysis. I never thought you'd get excited about a Gottfried-2/8/2003
8475Sarmad, now I expect bpNDX to fall further. G. [end]Gottfried-2/8/2003
8474Briefing.com gives up to down volume on its market internals page Bob: briefingReturn to Sender-2/8/2003
8473Hi G, Looks to me like we're sliding down that slippery slope very quickly robert b furman-2/8/2003
8472>> bpNDX fell 5 to 38% Gottfried, Not far from 30% now. Or are we going Sarmad Y. Hermiz-2/7/2003
8471bpNDX fell 5 to 38% [CIEN, CMVT, DELL, EBAY and PIXR] Jan23 Jan24 Jan27 Jan28 Gottfried-2/7/2003
8470Hi G, Reading the market without a specific stock to target,I get a negative birobert b furman-2/7/2003
8469Bob, I'm undecided as usual. Bpcompq could turn up from here, the way it didGottfried-2/7/2003
8468Bob, Can make the opposite case too. Nasdaq has been holding up. Economic news bmichael97123-2/7/2003
8467I just have to believe we will get a selloff this A.M.. Who will want to hold orobert b furman-2/7/2003
8466From Briefing.com: 10:28 ET Sector Watch: Semiconductor -- Technical -- The gReturn to Sender-2/7/2003
8465Good Morning RtS, Looks like the NAZ is getting clipped off at the knees @ 1287robert b furman-2/7/2003
8464SEC Requires Analysts to Certify Research Thu Feb 6, 4:08 PM ET By Kevin DrawbReturn to Sender-2/7/2003
8463Technical Analysis: S&P Breaks Support by Paul Shread February 6, 2003 - TReturn to Sender-2/6/2003
8462RTS, We've got AMAT's earnings Q1-03 CC comin' up next Tuesday (2/11advocatedevil-2/6/2003
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