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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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9221Boy, with grades like that, AMAT will never get into college. F F F F D F C D TStanX Long-3/31/2003
9220Stan, here's a link to a pdf file of Business Week's rankings for the S&Gottfried-3/31/2003
9219Stan, Business Week also has a ranking of the S&P500 stocks. That special edGottfried-3/31/2003
9218Fortune 500 list out, AMAT @ #327. Applied Materials, Santa Clara, $5.062 I notStanX Long-3/31/2003
9217bpNDX unchanged at 49% for the 5th day Mar12 Mar13 Mar14 Mar17 Mar18 Mar19 Mar20Gottfried-3/31/2003
921610:54 am PT Wedbush raises Xilinx target to $30, says co has 12 month lead in FPGottfried-3/31/2003
9215Jacob, I think you may be a little too bearish on the SOX but if the area of conReturn to Sender-3/31/2003
9214SOX, SPX: Hard to see any market rally, until Regime Change happens. Clearly, aJacob Snyder-3/31/2003
9213From Briefing.com: 8:53AM Barron's article features an interview with a bearReturn to Sender-3/31/2003
9212A Dim Glimmer of Hope for Chips businessweek.com In the slow recovery, wireleReturn to Sender-3/30/2003
9211Of these stocks; ASML BRCM HELX IBIS IDTI IFX LSI MOT MU RFMD the charts of IDTIReturn to Sender-3/30/2003
9210I didn't mean to belittle your results... If I remember you probably beat moKirk ©-3/30/2003
9209OT OT OT *** from the Charlotte Observer Just tell the truth OK, you're coGottfried-3/30/2003
9208RE: "You also were much more bullish earlier as you "shot your load&quCary Salsberg-3/30/2003
9207RE: "ASML BRCM HELX IBIS IDTI IFX LSI MOT MU RFMD" ASML is on my listCary Salsberg-3/30/2003
9206"we are getting closer to that portion of the year where stocks under perfoBerk-3/30/2003
9205Uncertanity Reigns By Jim Brown asianinvestoronline.com The markets roiled byReturn to Sender-3/30/2003
9204This thread has pretty much been about fundamentals with some TA. The situationKirk ©-3/30/2003
9203Semi Stocks Down 7 to 10 times from 5 Year Highs My PEG post was simply an inteReturn to Sender-3/30/2003
9202RE: "...an objective assessment..." and "...it becomes clear to uCary Salsberg-3/30/2003
9201Cary, thanks for the link to the transcript. Reading it actually made me less peGottfried-3/30/2003
9200<I> I was thinking that an objective assessment of the state of the conducKirk ©-3/30/2003
9199RE: "PEG" I ascribe very little value to PEG for technology stocks. Cary Salsberg-3/30/2003
9198Undervalued? Low PEG Semiconductor Stocks. I am looking for semiconductor stocReturn to Sender-3/30/2003
9197RtS, I appreciate your posts even though I don't post often so, time permittBerk-3/30/2003
9196I found the transcript of Friday's discussion by the colonels on the "NCary Salsberg-3/30/2003
9195Cary, OT *** debacle? The discussion you suggest belongs on the old AMAT threadGottfried-3/29/2003
9194RE: "...eventually I have to believe the bear market will be declared dead Cary Salsberg-3/29/2003
9193RE: "The result is that a WinCom server with a few $2,000 FPGAs can blow thCary Salsberg-3/29/2003
9192From Briefing.com: 4:26PM Semtech resolves customer dispute (SMTC) 15.75 -0.19: Return to Sender-3/29/2003
9191RTS, thanks for the good news, <B>Applied Materials took market share</StanX Long-3/29/2003
9190Interesting article in that while it is negative about the btb it suggests that Return to Sender-3/29/2003
9189Thanks for the charts... I sometimes read those just to see. <I>Now as foKirk ©-3/29/2003
9188Weekend Market Analysis (3/29/03) amateur-investors.com The major averages (DoReturn to Sender-3/29/2003
9187Kirk, I'll post anywhere as long as someone actually is interested enough toReturn to Sender-3/29/2003
9186Put/Call near a record Friday... suite101.com Hardly any posts on SI, even withKirk ©-3/29/2003
9185XLNX related good news [snip] "Instead of an Intel Pentium or Sun SPARC chiGottfried-3/29/2003
9184>> bpNDX unchanged at 49% [fourth day] Gottfried, It has bogged down at tSarmad Y. Hermiz-3/28/2003
9183bpNDX unchanged at 49% [fourth day] Mar12 Mar13 Mar14 Mar17 Mar18 Mar19 Mar20 MaGottfried-3/28/2003
9182<I>I wish I could have these two superimposed. Tried to put them on iHub, Kirk ©-3/28/2003
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