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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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9446We just aren't there yet. I think the economy had some inherent steam and twillcousa-2/5/2001
9445Ian, I like Kumar, too. But, this strikes me as little bit of trying to grab thWTSherman-2/5/2001
9444At the bottom of a semiconductor equipment cycle, both the companies and the invKatherine Derbyshire-2/5/2001
9443How about this theory for when we hit the trough? Jonathan Joseph called the toAlan Gallaspy-2/5/2001
9442Actually Ashok Kumar, on CNBC this morning stated his belief that we've seenIan@SI-2/5/2001
9441<i>Actually, I believe the term "blood running in the streets" wscott_jiminez-2/5/2001
9440Actually, I believe the term "blood running in the streets" was coinedRobert Douglas-2/5/2001
9439<i> NOW is the time to buy....when BLOOD is running in the streets </i&Pink Minion-2/5/2001
9438<<i>To repeat, NOW is the time to buy....when BLOOD is running in the sWTSherman-2/5/2001
9437<i>We believe that valuations continue to be too high in light of fundamenscott_jiminez-2/5/2001
9436The view from CSFB on the SIA data: The recent SIA data for December coAlastair McIntosh-2/5/2001
9435Geez Louise, if I see more stories like this I may have to go on margin with my scott_jiminez-2/5/2001
9434What makes you think this issue is specific to NSM? TXN, ADI and the rest of thWTSherman-2/2/2001
9433Funny how National Semi always brings dirt on good companies. I wonder what keepTideGlider-2/1/2001
9432MSDW: Mattson (MTSN-$16-O) Resuming Coverage with an Outperform Jay Deahna/SteQ.-2/1/2001
9431National Semiconductor Foresees Lower Sales for Third Quarter of Fiscal 2001 bizFJB-2/1/2001
9430You mean all we have to look forward to... is more gloom and doom? Promise? Sscott_jiminez-2/1/2001
9429Zeev, Mercury News' Scott Herhold said it well this morning Message 15282123Gottfried-2/1/2001
9428Zeev, earnings are pretty much over, the Fed is over(for now) all that's goiWTSherman-2/1/2001
9427Well, I am not sure I was right, but I used this morning rally in the semi caps Zeev Hed-1/31/2001
9426Push-outs are soon to be cancellations. Just the cynical part of mePink Minion-1/31/2001
9425"Pushout" = delay in delivery requested by customer. Sometimes the delQ.-1/31/2001
9424ex, ><i>Pushouts/ cancellations - what's the diff?</i>< PGottfried-1/31/2001
9423Did they actually deny cancellations or were they just not offering that info? Pink Minion-1/31/2001
9422Have you noticed this sector upgrade from Ali Irani and his Blodget-like target Sam Citron-1/31/2001
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