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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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9461Novellus Shares Dip; SARS Excuse Questioned Tuesday April 15, 7:01 pm ET By DanGottfried-4/16/2003
9460RtS, ><i>Intel adds that SARS, so far, is not affecting its business inGottfried-4/16/2003
9459"Special report on wafer fab tool leaders" By Semiconductor Business Nadvocatedevil-4/16/2003
9458"While world events cast additional uncertainty on the timing of renewed caadvocatedevil-4/16/2003
9457"Market research firm Semico Research Corp. said today (April 15, 2003) thaadvocatedevil-4/16/2003
9456"For 2003, TI continues to expect:... capital expenditures to be about $800advocatedevil-4/16/2003
9455"Dutch ASML (Amsterdam:ASML.AS - News), one of the world's top chip equadvocatedevil-4/16/2003
9454I thought it was interesting that NVLS's Hill said that forecasts of June quCary Salsberg-4/15/2003
9453Semiconductor Equipment . . . Novellus was cut to In-Line from Outperform at GolReturn to Sender-4/15/2003
9452From Briefing.com: 8:23PM Teradyne beats by $0.02, issues Q2 guidance (TER) 12.3Return to Sender-4/15/2003
9451bpNDX rose two to 58% [DLTR and LAMR] Mar24 Mar25 Mar26 Mar27 Mar28 Mar31 Apr01 Gottfried-4/15/2003
9450From Briefing.com: Updated: 16-Apr-03 - General Commentary - It's only day tReturn to Sender-4/15/2003
9449RtS, you're right. After posting my previous I thought "how the he** doGottfried-4/15/2003
9448Yes it can rally from pimp pumping but seriously we have not seen many upgrades Return to Sender-4/15/2003
9447Ahhh, But? Can it rally from a pimp pump?BWAC-4/15/2003
9446Do you suppose that Goldman may not know for sure how much SARS is affecting theReturn to Sender-4/15/2003
9445RtS, noteworthy ><i>Goldman notes that its checks indicate that NVLS isGottfried-4/15/2003
9444From Briefing.com: 9:30AM Intel to halt shipment of new Pentium 4 chips (INTC) 1Return to Sender-4/15/2003
9443RtS, ><i>it had seen a significant decrease in forecasted bookings in tGottfried-4/15/2003
9442Futures up slightly, Stan. <B> NSDQ100 JUN03 1051.50 +300</B>StanX Long-4/15/2003
9441Some good news, I hope it holds, Stan. <B>Tokyo Stocks Snap 5-Day Skid<StanX Long-4/15/2003
9440Technical Analysis: Low-volume Bounce by Paul Shread stocks.internetnews.com AReturn to Sender-4/14/2003
9439<B>Applied Materials' Low k Films Selected by NEC for New 90nm ProcessStanX Long-4/14/2003
9438<B>Gartner predicts chip capital spending growth</B> 4/14/2003 7:40:StanX Long-4/14/2003
9437Novellus Posts Rise in Profits but Cautions thestreet.com By Troy Wolverton SReturn to Sender-4/14/2003
9436From Briefing.com: 6:19PM Monday After Hours price changes vs 4pm ET levels: TheReturn to Sender-4/14/2003
9435Semiconductor Equipment . . . Fahnestock expects Lam Research to report in-lineReturn to Sender-4/14/2003
9434bpNDX unchanged at 56% Mar28 Mar31 Apr01 Apr02 Apr03 Apr04 Apr07 Apr08 Apr09 AprGottfried-4/14/2003
9433"300mm's Delay" By Suzanne Deffree -- 4/8/2003 Electronic News e-advocatedevil-4/14/2003
9432RtS and Stan, thanks for your posts! Yes, the war went much faster than I thoughGottfried-4/14/2003
94318:30AM Dupont Photomask estimates, target cut following warning (DPMI) 18.31: LeReturn to Sender-4/14/2003
94308:31AM Lam Research may fall short on orders - Fahnestock (LRCX) 11.10: Althoughadvocatedevil-4/14/2003
9429Without reading the whole article, this sounds good, Stan. <B>Samsung planStanX Long-4/14/2003
9428"Samsung Elec to report drop in Q1 profit on weak chip prices" Monday advocatedevil-4/14/2003
9427"Same Old Song, Different Quarter" By Jeff Chappell -- 4/11/2003 Electadvocatedevil-4/14/2003
9426From Briefing.com: Updated: 14-Apr-03 - General Commentary - For the time being Return to Sender-4/13/2003
9425What a difference a week makes. I was rereading my commentary from last Sunday aReturn to Sender-4/13/2003
9424I think that is a good plan on NVLS. Lets hope we get a nice strong open tomorroReturn to Sender-4/13/2003
9423RtS, posting charts on iHub is explained in the thread header here investorshub.Gottfried-4/13/2003
9422Early indications are for a higher opening tomorrow morning: cme.com www2.barcReturn to Sender-4/13/2003
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