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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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9261I agree completely with your assessment of AXTI and the issues you point out areThe Ox-4/3/2003
9260I don't put much credence on the published book value of AXTI. How much of semi_infinite -4/3/2003
9259Michael, thanks for mentioning AXTI. I was just thinking about the other companiReturn to Sender-4/3/2003
9258<i>Nassda Revises Expectations for Second Quarter of Fiscal 2003 SANTA The Ox-4/3/2003
9257RtS, that's unknowable. BTW, I have often linked to bp charts with a log scaGottfried-4/3/2003
9256I was glad to read Cary's view on ASYT after I posted mine. I recently addeThe Ox-4/3/2003
9255Think we are going back to the upper end like the last high of 82? stockcharts.Return to Sender-4/3/2003
9254Stan, intraday bpNDX up 2 from yesterday, now at 52%. G. [end]Gottfried-4/3/2003
9253From Briefing.com: 09:50 ET Lam Research contract win would be slap in the facReturn to Sender-4/3/2003
9252From Briefing.com: 8:53AM Advanced Micro upgraded at JMP Securites (AMD) 7.00: JReturn to Sender-4/3/2003
9251<B> Nas Future are up</B>, Stan. E-NASDAQ JUN03 1071.00 +900StanX Long-4/3/2003
9250AD, take care and as G said, "be agile", things are moving up as the tStanX Long-4/2/2003
9249<B>Nikkei Follows Wall Street Higher </B> Thu April 3, 2003 12:14 AMStanX Long-4/2/2003
9248<B>Consumers Less Gloomy as War Begins -Poll</B> Wed Apr 2, 2:11 PM StanX Long-4/2/2003
9247bpNDX gained one to 50% [CTXS] Mar18 Mar19 Mar20 Mar21 Mar24 Mar25 Mar26 Mar27 MGottfried-4/2/2003
9246Note the bold, Stan. <B>Asia Pneumonia Outbreak Seen Disrupting Tech LinkStanX Long-4/2/2003
9245<B>Dell Sees Revenue Rise of 18 Percent </B> Wed April 2, 2003 05:13StanX Long-4/2/2003
9244ASYS has a betrer balance sheet than ASYTWill Lyons-4/2/2003
9243Hi RtS, I view this as basically company specific. These 2 orders have chopped The Ox-4/2/2003
9242ASYT and BRKS (Brooks/ PRI Automation) are the US component of the industry. ThCary Salsberg-4/2/2003
9241My orignial 8 on the "BLOOD" thread in '96 were: AMAT, KLAC, LRCXCary Salsberg-4/2/2003
9240Cary, Kirk and everyone. Is ASYT a good buy now below 4 with a 52 week low of 3.Return to Sender-4/2/2003
9239CREE just got a nice order of LEDs I read. They are competitors to Agilent (parKirk ©-4/2/2003
9238Hi Kirk, When I read the news release yesterday, I thought of you. I would gueCary Salsberg-4/2/2003
9237This should be a big gain in revenue. Do you know what a bump stepper sells forKirk ©-4/2/2003
9236Today ASML announced the first shipment of a full field 157 nanometer step and sCary Salsberg-4/2/2003
9235Here is another good sign, note the bold, Stan. :0)<B> Tegal Receives ToolStanX Long-4/2/2003
9234I'm sure most of your knew this, but someone may want to hear what they haveStanX Long-4/2/2003
9233"OT" but interesting, Stan. <B>Here's Mercer's list of 4StanX Long-4/2/2003
9232<B>Korean brands invade India</B> By Indrajit Basu atimes.com KOLStanX Long-4/2/2003
9231<B>U.S. Says Korea Unfairly Subsidized Chips</B> Tue Apr 1, 4:42 PM StanX Long-4/1/2003
9230<B>Manufacturing's 4-Month-Old Expansion Ended in March</B> Tue StanX Long-4/1/2003
9229bpNDX unchanged at 49% [day 6] Mar14 Mar17 Mar18 Mar19 Mar20 Mar21 Mar24 Mar25 MGottfried-4/1/2003
9228AD, you posted, "I consider her "streetwise". Knowing some of theStanX Long-4/1/2003
9227Commerce Says Korean Chipmakers Got Unfair Help thestreet.com By K.C. SwansonReturn to Sender-4/1/2003
9226From Briefing.com: Updated: 02-Apr-03 - General Commentary - Sector shrugged offReturn to Sender-4/1/2003
9225US Says South Korean Semiconductors Unfairly Subsidized Tuesday April 1, 6:43 pmReturn to Sender-4/1/2003
9224Semiconductors . . . Dan Niles at Lehman Brothers recommended "taking someReturn to Sender-4/1/2003
9223<i>Asyst Technologies Reports Preliminary Fiscal Fourth Quarter Results TuThe Ox-4/1/2003
9222Stan, I consider her "streetwise". AdvocateDeviladvocatedevil-4/1/2003
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