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Semi Equipment Analysis
An SI Board Since October 2000
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8541Jacob, you can tell the actual bottoms because of all the other indicators repreReturn to Sender-2/11/2003
8540<at which level of fab utilization can we expect the capacity orders to startJacob Snyder-2/11/2003
8539? on VIX, sentiment, bottom indicator: Imagine this scenario: First, the VIX sJacob Snyder-2/11/2003
8538Be careful shorting bad news. Both AMAT and KLAC went way up after announcing bSteven C. Vartan-2/11/2003
8537Greenspan said "it's the war, stupid!" ><i>``The intensifGottfried-2/11/2003
8536Hi Jim, how are you? I think the question of economic capacity is the more impoSun Tzu-2/11/2003
8535I am not your technical guy to answer that, but would that not depend a great deJames Calladine-2/11/2003
8534Pardon my ignorance, but at which level of fab utilization can we expect the capSun Tzu-2/11/2003
8533Hi RtS, I just lihtly watch A,buy my take onit was that they spoke negatively arobert b furman-2/11/2003
8532I not so sure Bob. AMAT preannounced. I don't recall that A did that did theReturn to Sender-2/11/2003
8531Hi RtS, I may be just getting up on the wrong side of the bed this morning - burobert b furman-2/11/2003
8530Semiconductors . . . Thomas Weisel Partners upgraded ESS Tech and Zoran to AttrReturn to Sender-2/10/2003
8529RtS, thank you for the briefing. OT *** sadly, I sense that nothing Iraq does wiGottfried-2/10/2003
8528From Briefing.com: Updated: 11-Feb-03 General Commentary - Traders pounced on toReturn to Sender-2/10/2003
8527bpNDX dropped one to 37% [LAMR] Jan24 Jan27 Jan28 Jan29 Jan30 Jan31 Feb03 Feb04Gottfried-2/10/2003
8526The French carrier will relieve someone else's carrier which will be used inwillcousa-2/10/2003
8525AMAT P/S from '93 [graphic]Message 18560029Gottfried-2/10/2003
8524Stan, as Thomas said ><i>For competition's sake, "absolutely, Gottfried-2/10/2003
8523Bob, you know the old saying "when you think you have figured it all out, tGottfried-2/10/2003
8522Yes, I believe it is the DSL limiting, as you said, "<B>limiting factStanX Long-2/10/2003
8521StanX, Re: Wireless LAN is not that impressive "yet", my son says hisGary Ng-2/10/2003
8520Sure. I'll just post a blanket apology as my frustration level exceeded my robert b furman-2/10/2003
8519Hi G, Now that chart should be labeled :Stock investing made easy.Whenever the robert b furman-2/10/2003
8518At least someone is adding AMAT, Stan<B> An enlightened rogue Third AvenueStanX Long-2/10/2003
8517Thanks for your follow-up; I'm still looking for a good solution that will rStanX Long-2/9/2003
8516This has been around for a number of years. Nortel did some trials back in the Kayaker-2/9/2003
8515Gottfried, this could become something big, and very fast to implement. Stan BStanX Long-2/9/2003
8514RtS, thanks for the update! ><i>Barring a bullish shock from DELL, earnGottfried-2/9/2003
8513From Briefing.com: Updated: 10-Feb-03 - General Commentary - War, what is it gooReturn to Sender-2/9/2003
8512Kirk, yes, the vix looks similar ><i>VIX reminds me of March/April 2001Gottfried-2/9/2003
8511Your chart for VIX reminds me of March/April 2001 where there was a nice rally. Kirk ©-2/9/2003
8510<I>I have a negative view of the French most times.</i> Heard on LeKirk ©-2/9/2003
8509RE: "Looks like a pretty healthy net order trend for Varian. Do you think iadvocatedevil-2/9/2003
8508Ron, we can look 5 years back for clues, but economic conditions were quite diffGottfried-2/9/2003
8507Interesting chart. The most recent spikes in the vix doesn't seem to have mRMP-2/9/2003
8506For those who like to see bpcompq and vix on one chart home.attbi.comGottfried-2/9/2003
8505Looks like a pretty healthy net order trend for Varian. Do you think it's suSam Citron-2/9/2003
8504Yes Lizzie I meant this summer. 3 to 4 month cycles. Thanks EOMReturn to Sender-2/9/2003
8503I see all of this is as mind games.. Being played by both sides.. Nothing will cSultan-2/9/2003
8502That doesn't surprise me. I can't for the life of me see Frances militarobert b furman-2/9/2003
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