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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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9296Zeev, I agree it is important to watch Intel, in terms of how the company is doiSteve Lee-1/18/2001
9295<Where do they get the money? > AMD's net income was close to $1B forCharles R-1/18/2001
9294Zeev, The back end tends to be all turns business; has close to zero visibilitIan@SI-1/18/2001
9293Gottfried, I think it may make sense to tighten the seat belts, CMOS expect the Zeev Hed-1/17/2001
9292That is quite a lot, too bad they did not compare it to last year, but I doubt tZeev Hed-1/17/2001
9291You forgot one condition, "it just cannot get worse", and that would bZeev Hed-1/17/2001
9290Zeev, found AMD capex Message 15200077 don't know where he got it. GottfriGottfried-1/17/2001
9289<<i>But is the December bottom the real deal? <</i> I think tWTSherman-1/17/2001
9288ZEEV! My first time buying CYMI puts..When I saw that move to over 35....I had TideGlider-1/17/2001
9287Zeev, by golly you're right: KLAC, TER, NVLS. But not AMAT and KLIC. Maybe wGottfried-1/17/2001
9286Gottfried, a lot of Semi equip have put in "gravestone doji"s today (nZeev Hed-1/17/2001
9285But is the December bottom the real deal? When you look at the 1996 and 1998 dowMath Junkie-1/17/2001
9284<i>Yes, I wish the $treet wouldn't look 12 months ahead one time - 6 mMath Junkie-1/17/2001
9283Scott, you deserve congratulations for speaking up at the cyclical bottom of theQ.-1/17/2001
9282<i>There were long periods without any posts on this thread during late Descott_jiminez-1/17/2001
9281The market, at least for semi equips, is also very good at beginning to go up juQ.-1/17/2001
9280<i>The street is assuming that there is a foreseeable end to the "troscott_jiminez-1/17/2001
9279<i>Who ARE these Einsteins anyway?</i> Everyone but me. ... or soIan@SI-1/17/2001
9278The market is very good at: 1. Going up when most people expect it to go down.Ian@SI-1/17/2001
9277Ian, ><i>The street looked through the ramp up in bookings as well as oGottfried-1/17/2001
9276<<i>The street is now able to see past the current trough even though tWTSherman-1/17/2001
9275Katherine, I stand corrected. Foundries are a most acceptable alternative to sIan@SI-1/17/2001
9274Jerome, ><i>If every other recent rally has had a very short life span,Gottfried-1/17/2001
9273Nope. As a journalist covering the industry, I don't invest in semiconductorKatherine Derbyshire-1/17/2001
9272Katherine, <<Actually, there's a third choice: outsource production toSam-1/17/2001
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