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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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9396Richard, thanks for the infras chart. Food for thought. G. [end]Gottfried-1/23/2001
9395Sorry, I don't have that number. If I were looking for it, I'd try invesKatherine Derbyshire-1/23/2001
9394Eric - Good to hear from you. You make some excellent points. I seem to be consiscott_jiminez-1/23/2001
9393Here is an updated version of that graph. Note the unprecedented 80% growth in 2Math Junkie-1/23/2001
9392<i>You do have a point though, if enough people look at those long term chMath Junkie-1/23/2001
9391Eric, your reasoning makes sense to me. Unfortunately - as you know - the marketGottfried-1/23/2001
9390There's a reason they call it a "Suckers Rally". ex-suckerPink Minion-1/22/2001
9389Scott re "the equipment stocks were down 60-80%. This is as severe a decliEACarl-1/22/2001
9388Richard, thank you, my point exactly, only you summed it up much better. RegarEACarl-1/22/2001
9387Scott RE "We've been through a complete cycle since Fall, 1998 andEACarl-1/22/2001
9386Thanks, Katherine. Any idea what is the expected Capex into wafer manufacturing Zeev Hed-1/22/2001
9385Doesn't seem to be any release of BtB data yet. In the past year the releaseMath Junkie-1/22/2001
9384What I'm hearing suggests that 200 mm supply might actually be more iffy thaKatherine Derbyshire-1/22/2001
9383<<<I think a chat room is nothing more than graffiti. It's nothing LemurHouse-1/22/2001
9382<i>oversupply of tantalum capacitors</i> ...interesting that you shoJerome-1/22/2001
9381Katherine, I wonder if you have heard anything about availability of 300 mm. WFRZeev Hed-1/21/2001
9380I thought it was a race to see who could be the first to bolt for the exits. SoKirk ©-1/21/2001
9379Scott, Re JJ of SSB For all intents and purposes JJ was right but only becauseProud_Infidel-1/21/2001
9378<i>Why would that be?.....</i> The number of people who post on thiMath Junkie-1/21/2001
9377One other reason GS won't cut more than .25 WIll give Bush overconfidance isemi2000-1/21/2001
9376Gottfried, thanks, an interesting "short history", in essence, it may Zeev Hed-1/21/2001
9375Zeev and all, Ed Yardeni's Fedwatch download [13 pages] yardeni.com GottfriGottfried-1/21/2001
9374Absolutely flabbergasting. Zeev, you have the unbelievable gall to say. '..scott_jiminez-1/21/2001
9373I think your analysis is dead on. I think the recent downturn was different alsKirk ©-1/21/2001
9372Scott, my point was that none of us, threadsters or "analyst" get it rZeev Hed-1/21/2001
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