Semi-Equips - Buy when BLOOD is running in the streets!

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Semi-Equips - Buy when BLOOD is running in the streets!

An SI Board Since June 1996

Posts	SubjectMarks	Bans	Symbol
10921	222	0	LRCX

Emcee: Cary Salsberg	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
9371	My dear Zeev: in mid-September <b>you</b> made the following post Me	scott_jiminez	-	1/21/2001
9370	Here is an article which reviews Joseph's latest views, as well as a few oth	Sam	-	1/21/2001
9369	Your turnips are far too modest. We know their track record.	The Prophet	-	1/21/2001
9368	Prophet, liquidity has indeed be quite strong, this January might have a greater	Zeev Hed	-	1/20/2001
9367	Good points. My analysis is that the indexes, per se, may have difficulties for	The Prophet	-	1/20/2001
9366	If most everyone is sitting with cash, you are probably right and no such sell o	Zeev Hed	-	1/20/2001
9365	<i>One problem with that is that posters to this thread are not even close	Jerome	-	1/20/2001
9364	When it comes to technicals, I rarely even attempt to challenge you. But, consi	The Prophet	-	1/20/2001
9363	<And probably GS got what he wanted all along - death of irrational exuberenc	studdog	-	1/20/2001
9362	I gather that you are using the "cacophony of posters" on this thread	Math Junkie	-	1/20/2001
9361	Joseph was late a good quarter in his call, he might be late on his next upturn	Zeev Hed	-	1/20/2001
9360	"<i>I claim there is no 'textbook' downturn or recovery withi	Math Junkie	-	1/20/2001
9359	Zeev: If we pay attention to Jon Joseph he is still advising caution for the se	Logain Ablar	-	1/20/2001
9358	<i>I believe psychologists call this phenomena "cognitive dissonance&	Q.	-	1/20/2001
9357	Scott, I do not see here anyone even hinting at a severe downturn. Maybe that i	Zeev Hed	-	1/20/2001
9356	<i>"cognitive dissonance", </i>.... now that a very descri	Jerome	-	1/20/2001
9355	You say, 'I'm also not sure what you're talking about when you refer	scott_jiminez	-	1/20/2001
9354	<<i>And probably GS got what he wanted all along - death of irrational	WTSherman	-	1/20/2001
9353	Thanks for your post, IMO Mr. GS will lower rates by .25% by jan end. I doubt h	semi2000	-	1/20/2001
9352	<i>I am really unsure what your point is.</i> I suggest you read th	scott_jiminez	-	1/20/2001
9351	<<i>Or perhaps we haven't learned much from our very recent lesson	WTSherman	-	1/20/2001
9350	I don't think there is a lot of time for action. Anything the fed does will	willcousa	-	1/20/2001
9349	WTS, thanks for a thoughtful post. There's a new complication which may dela	Gottfried	-	1/20/2001
9348	<i>This is understandable, since it would seem that over the last 8-12 yea	scott_jiminez	-	1/20/2001
9347	<<i>Two things would be very helpful - a larger rate decline than a 1/2	WTSherman	-	1/20/2001

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