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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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9246Your Supremeness, SJMN front page very gloomy today. www0.mercurycenter.com &quoGottfried-1/10/2001
9245Gottfried - in the future, please address me as 'Your Supremeness'. [e]scott_jiminez-1/10/2001
9244Scott, is hubris back? :) Gottfried [end]Gottfried-1/10/2001
9243When you discover in mid-February that predictions for the death of the economy scott_jiminez-1/10/2001
9242Zeev, thanks. Sounds reasonable. Gottfried [end]Gottfried-1/9/2001
9241This is when the fed's announce their policy, and I think whatever the decisZeev Hed-1/9/2001
9240Zeev, what happens then? <i>will be stepping aside before 2:15 PM on the 3Gottfried-1/9/2001
9239<i>Cymer just revised their forecast for 1st half 2001 downwards.</i>scott_jiminez-1/9/2001
9238Gottfried, around the 30th of November I posted that I expect the semi-equip to Zeev Hed-1/9/2001
9237Scott, ><i>SEM stocks are already 20% off their lows</i>< TheGottfried-1/9/2001
9236Scott, Cymer just revised their forecast for 1st half 2001 downwards.Sampat Saraf-1/9/2001
9235Thanks John [Sorry about the delay in responding. There were some family matterscott_jiminez-1/9/2001
9234Thread: a year or more ago Katherine Derbyshire posted a rule of thumb correlatLemurHouse-1/9/2001
9233It semms that Sony is still increasing investments in fabs..... biz.yahoo.comThomas DeGagne-12/24/2000
9232SEMI charts updated Message 15078207 Gottfried Happy Holidays!Gottfried-12/24/2000
9231Alliance Semiconductor warns of weak Q3 revenues SANTA CLARA, Calif., Dec 21 (ReBocor-12/21/2000
9230XLNX also had recent insider buying: 30-Nov-00 CHELLAM, KRIS Chief Financial OfProud_Infidel-12/20/2000
9229When is blood running in the street ? Fundamentally ? IMHO, when the book-to-biQualified Opinion-12/20/2000
9228Looking at that table, the most optimistic thing you can say about orders is thaQ.-12/20/2000
9227Book-to-bill is down again > link > semi.org!OpenDocumentQualified Opinion-12/20/2000
9226Looks like insider buying within the sector may be in an early phase of getting Ian@SI-12/20/2000
9225<i>What are you buying or selling these days?</i> I invest strictlyJerome-12/19/2000
9224Jerome, an excellent post with several memorable statements. I particularly likThomas DeGagne-12/19/2000
9223SpeedFam-IPEC Announces Second-Quarter Fiscal 2001 Results - Momentum IntroductiSemiBull-12/19/2000
9222CNBC did appear to screw this important news announcement up. From now on, I guFJB-12/19/2000
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