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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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9381>So is this a bear market or a terror-induced bump in a bull market?< In Return to Sender-4/10/2003
9380<I>wrt the DOW PEG, it is a bit misleading, imo, because of a few stocks tKirk ©-4/10/2003
9379So is this a bear market or a terror-induced bump in a bull market?willcousa-4/10/2003
9378wrt the DOW PEG, it is a bit misleading, imo, because of a few stocks that are tThe Ox-4/10/2003
9377We've had this discussion before and while I agree that valuations should beReturn to Sender-4/10/2003
9376Valuations should be "higher" than the norm in a low interest rate envThe Ox-4/10/2003
9375I think the keyword is <i>might</i>. Personally I believe that valuaReturn to Sender-4/10/2003
9374RtS, ><i>the terms “undervalued” and “overvalued” might not be suitableGottfried-4/10/2003
9373INDEX INTELLIGENCE: DJX—A Fundamental Look at the Dow optionetics.com By FredReturn to Sender-4/10/2003
9372<B>Microcontrollers predicted to show healthy growth</B> EBN (04/09/StanX Long-4/10/2003
9371<B>Memsic buys land in China for second facility</B> By Peter ClarkStanX Long-4/10/2003
9370<B>Fabless funding up for second successive quarter</B> By Peter ClStanX Long-4/10/2003
9369<B>TSMC, UMC show strong sales in March, exceed expectations</B> SemStanX Long-4/10/2003
9368Photronics Announces Proposed Offering $125 Million of Convertible Subordinated Return to Sender-4/9/2003
9367<B>Chip Industry to See Slow Recovery -Xilinx CEO</B> 1 hour, 33 minStanX Long-4/9/2003
9366Hi Mike, I agree. I believe the key here is financial strength - I'm not wrobert b furman-4/9/2003
9365<B>Asia trade show delayed due to SARS </B> By Chris Kraeuter, CBS.MStanX Long-4/9/2003
9364Note the bold near the bottom, Stan. <B>Taiwan foundries see stronger Q1 sStanX Long-4/9/2003
9363Still some bad news out there, Stan. <B>Applied Micro to Cut 286 Jobs in 2StanX Long-4/9/2003
9362bpNDX unchanged at 57% Mar25 Mar26 Mar27 Mar28 Mar31 Apr01 Apr02 Apr03 Apr04 AprGottfried-4/9/2003
9361The key here is that there is still over capacity in the semi industry. This haThe Ox-4/9/2003
9360Hi kirk,just caught your post,please accept my oops and apologies. Your commentrobert b furman-4/9/2003
9359HI Kirk, I'll take credit for initiating this dialogue.I didn't intend robert b furman-4/9/2003
9358In fairness, I should scold you too. Please take your replies to Cary that invoKirk ©-4/9/2003
9357RE: "Why are you posting political stuff on a thread we've asked to remCary Salsberg-4/9/2003
9356Why are you posting political stuff on a thread we've asked to remain politiKirk ©-4/9/2003
9355RE: "I believe the genius of the plan is yet to unfold." Posted on WeCary Salsberg-4/9/2003
9354I agree that it is difficult. I believe the genius of the plan is yet to unfoldrobert b furman-4/9/2003
9353I'm thinking the SOX may take out slightly last week's low set at 295.99Return to Sender-4/9/2003
9352OT OT OT reply to Bob and Cary Bob: beware of unbridled optimism. But it's Gottfried-4/9/2003
9351Bulls rise to 51.1% and Bears fall to 31.1% in latest Newsletter Writer's MaReturn to Sender-4/9/2003
9350RE: "This is a no brainer..." I am in the 3rd year of retirement and Cary Salsberg-4/9/2003
9349Troops greeted with warmth in downtown Baghdad. This war is over. Oil will nowrobert b furman-4/9/2003
9348<B>Happy days are here again</B> sing it to the music you know, StanStanX Long-4/9/2003
9347Ya, six months too late, Stan. <B> ;-)</B>StanX Long-4/9/2003
9346Stan, NOW they tell us about PSUN :) stockcharts.com[w,a]waclyiay[df][pb30!d20,2Gottfried-4/9/2003
9345EMS . . . UBS believes that much like the rest of the EMS sector, Celestica'Return to Sender-4/8/2003
9344Survey: Consumer<B> Confidence Up in April</B> Tue Apr 8,10:39 AM ETStanX Long-4/8/2003
9343<B>The 25 Fastest-Growing Technology Companies </B> Vivian Woo, 04.0StanX Long-4/8/2003
9342<B>Top Gurus Run With The Bulls </B> Ratha Tep; data provided by MarStanX Long-4/8/2003
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