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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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8901<B>Study: Server Market Shows Signs of Life</B> Wed Mar 5, 1:48 PM EStanX Long-3/5/2003
8900<B>Retail Sales of PC Products Up in 2nd Half of 2002</B> Wed Mar 5,StanX Long-3/5/2003
8899bpNDX dropped one to 33% [FAST] Feb14 Feb18 Feb19 Feb20 Feb21 Feb24 Feb25 Feb26Gottfried-3/5/2003
8898DJIA e-yield investorshub.comGottfried-3/5/2003
8897From Briefing.com: 10:49AM Rambus follow-up (RMBS) 13.00 -2.43: Bloomberg.com reReturn to Sender-3/5/2003
8896How about this study from Yardeni 205.232.165.149 Could be anywhere from 50% uBWAC-3/5/2003
8895>A better measuring stick is comparison of SP500 earning yield to that of 10yReturn to Sender-3/5/2003
8894> With the S&P 500 down 28% since then, are stocks cheap now? A better mSun Tzu-3/5/2003
8893I read Dr Bob every morning. He has been bearish for a long time and correctly sReturn to Sender-3/5/2003
8892Dr Bob doesn't paint a pretty picture if today is down. "If the Dow andBill Cotter-3/5/2003
8891<B>Cray Raises Revenue Expectation for 2003</B> sg.news.yahoo.com StanX Long-3/5/2003
8890Technical Analysis: Dow, S&P Break Down by Paul Shread internetstockreport.Return to Sender-3/4/2003
8889From Briefing.com: 3:16PM Digitimes article forecasts drop in WLAN card prices iReturn to Sender-3/4/2003
8888Semiconductors . . . Fairchild Semiconductor said first-quarter revenue would fReturn to Sender-3/4/2003
8887bpNDX stuck at 34% Feb13 Feb14 Feb18 Feb19 Feb20 Feb21 Feb24 Feb25 Feb26 Feb27 FGottfried-3/4/2003
8886Thanks for sharing your view. I agree. Let's hear what they have to say.Sun Tzu-3/4/2003
8885RE: "So the point was given that and given lack of visibility i.e. not knowCary Salsberg-3/4/2003
8884I agree with all of the above. So the point was given that and given lack of viSun Tzu-3/4/2003
8883RE: "...it is much easier to use FPGA when you don't know how many you Cary Salsberg-3/4/2003
8882From Briefing.com: 8:43AM Cypress Semi guides Q1 higher (CY) 6.15: Co. now expecReturn to Sender-3/4/2003
8881He didn't come across as knowing what he was talking about. But if I were tSun Tzu-3/4/2003
8880Actual data at link, AMAT #13 top spender, Stan.<B> Innovating through theStanX Long-3/4/2003
8879RE: "Their advantage, at least for now, is what is known in chip industry lCary Salsberg-3/4/2003
8878<B>Clearing Up The Chip Demand Fog </B> Arik Hesseldahl, 03.03.03, 4StanX Long-3/3/2003
8877<B>Fairchild Says Revenue Looks Ahead of Estimates</B> Mon Mar 3, 5:StanX Long-3/3/2003
8876<B>Global Chip Sales Fall in January from December</B> Mon Mar 3, 5:StanX Long-3/3/2003
8875Thanks buddy. A couple of thoughts on sentiment that I want to put out there to Return to Sender-3/3/2003
887450 and 200 day moving averages: Here's how each Semiconductor Equipment StoNutty Buddy-3/3/2003
8873January 2003 SIA ww chip sales charted home.attbi.com home.attbi.com most yearGottfried-3/3/2003
8872bpNDX unchanged at 34% Feb12 Feb13 Feb14 Feb18 Feb19 Feb20 Feb21 Feb24 Feb25 FebGottfried-3/3/2003
8871From Briefing.com: Updated: 04-Mar-03 - General Commentary - For the first two mReturn to Sender-3/3/2003
8870Kirk, I think the cross overs on the moving averages producing what is called a Return to Sender-3/3/2003
8869I've heard longer term traders use the 50 and 200 day EMA crossing for buy/sKirk ©-3/3/2003
8868Now I can see the weak move above the 10 day moving average. home.mindspring.cReturn to Sender-3/3/2003
8867Ooops. The first chart link in my post yesterday: Message 18647994 was wrong. HNutty Buddy-3/3/2003
8866Chart Watch -- SOX : The semiconductor sector has been one of the top performingReturn to Sender-3/3/2003
8865<I>The "internet growth" will be driven 95% by hardware and 5% bLizzie Tudor-3/3/2003
8864January SIA: Seasonal Softness (from CSFB) • Worldwide semiconductor revenue feAlastair McIntosh-3/3/2003
886311:17AM National Semi (NSM) 16.78 -0.35: JMP Securities downgrades Strong Buy toReturn to Sender-3/3/2003
8862Robert, thank you for elaborating your point. SarmadSarmad Y. Hermiz-3/3/2003
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