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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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Emcee:  Cary Salsberg Type:  Unmoderated
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9271>>But spending money has been the name of the game for chipmakers for the Katherine Derbyshire-1/17/2001
9270Except that if stocks start to make highs that are above the last rally's hiZeev Hed-1/17/2001
9269If every other recent rally has had a very short life span, is there any reason Jerome-1/17/2001
9268<i>But, that makes the end of this decline so much closer.</i> Zeevorkrious-1/17/2001
9267I remember James Morgan saying in December of '97 that chipmakers had to buyMath Junkie-1/17/2001
9266Robert and Ian, Ian said ><i>INTC's action will force the other chiGottfried-1/17/2001
9265Robert, it is even better than that, INTC has close to $14 B in cash and short tZeev Hed-1/17/2001
9264Ian, you should expect this year capex to include some capex acquisitions as welZeev Hed-1/16/2001
9263Correction, many companies probably can't afford to expand capex like Intel.Qualified Opinion-1/16/2001
9262Robert's opinion agrees with NVLS. Listen to NVLS earnings conference call aQualified Opinion-1/16/2001
9261I believe that INTC is sitting on about $14B "in the bank". Yes theyIan@SI-1/16/2001
9260Ian, <i>INTC's action will force the other chipmakers to make similarRobert Douglas-1/16/2001
9259G., Capex was $6B for 2001. It's a 25% increase announced tonight. If youIan@SI-1/16/2001
9258Baird, I think it's from 6.7 to 7.5 billion - or 12%. G. [end]Gottfried-1/16/2001
9257<i>But INTC raising its CAPEX to $7.5B from $6B for 2001 goes an awfully lCzechsinthemail-1/16/2001
9256Teradyne (TER) 38 1/2 -1 1/2: Reports Q4 earnings of $0.66 a share, $0.01 worse Czechsinthemail-1/16/2001
9255<i>Mgmt. discussed how well Novellus as a company performs during a downtuMath Junkie-1/16/2001
9254Agreed, that NVLS isn't supremely confident, nor could we expect any companyIan@SI-1/16/2001
9253Ian, sorry for my mistake. You said "And if you look at the current Q cQ.-1/16/2001
9252John, Whatever are you talking about. The only numbers I gave were anticipatedIan@SI-1/16/2001
9251The Intel earnings as viewed by Briefing... (my emphasis) Intel (INTC) 31 3/8 -scott_jiminez-1/16/2001
9250Ian, NVLS is complicated by a recent acquisition of GSNX. NVLS guidance includQ.-1/16/2001
9249John, a bit of a freudian slip there???? <i>They expect 2001 bookings toIan@SI-1/16/2001
9248NVLS conference call guidance: bookings going down. The following figures incluQ.-1/16/2001
9247<i>a rule of thumb correlation </i> Most thread viewers for the pasJerome-1/10/2001
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