Semiconductor and Semi-Equipment Analysts - Their Calls

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Semiconductor and Semi-Equipment Analysts - Their Calls

An SI Board Since December 1998

Posts	SubjectMarks	Bans
195	24	0

Emcee: FJB	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
95	That is an interesting point and one I overlooked. So are fabless chip-maker re	FJB	-	8/10/2000
94	Thanks, nice chart. Bob	FJB	-	8/10/2000
93	Keep in mind that foundry sales are to their customers, not to the end user. So	Katherine Derbyshire	-	8/10/2000
92	>>Fab throughput (supply not as high as feared) It is true tha	Katherine Derbyshire	-	8/10/2000
91	Nevin S --The CEO of AMAT this morning on CNBC Squawkbox was talking about the t	William Hunt	-	8/10/2000
90	Analysts calls vs stock price for AMAT Message 14182703 and KLIC geocities.com	Gottfried	-	8/10/2000
89	From Bear Stearns report on semi conductor industry (swiped from YooHoo): Here	Nevin S.	-	8/10/2000
88	Thanks for a very impressive analysis. You mentioned that, "<i>The n	Math Junkie	-	8/7/2000
87	Very well-reasoned, thanks. As an investor, I have an additional reason to like	The Prophet	-	8/2/2000
86	That same slide had foundry market share in dollars at 10.2% in '95 and 15.2	FJB	-	7/31/2000
85	Great. As a comparison, any info on the foundry market share during the last up	hhieslmair	-	7/31/2000
84	<i>I vaugly remember that foundries made approx 10% of all chips, but I do	FJB	-	7/31/2000
83	What do you mean upset? Because it is counter to their positions? How many of th	hhieslmair	-	7/31/2000
82	Salomon Smith Barney Expects Korean Bourse to Rebound Soon (Recommends purchase	FJB	-	7/31/2000
81	Quote me if you'd like but I guess it might upset more than a few analysts o	Nevin S.	-	7/31/2000
80	Yes, thank you for that feed back. You are correct. Competing companies each bui	hhieslmair	-	7/31/2000
79	hhieslmair, very cogent analysis of the semi conductor market. Two things I	Nevin S.	-	7/31/2000
78	Little tidbit from Sue Billat She said that Wall street watches DRAM (and perha	hhieslmair	-	7/31/2000
77	ATML: ready for liftoff...read news. great eps and revs, new leading products co	geotrader	-	7/30/2000
76	Is this true presently? I heard that factoid about 100% revenues about the last	hhieslmair	-	7/30/2000
75	There are Asian companies spending 100% of revenue on new capacity. Where do yo	Cary Salsberg	-	7/29/2000
74	You right, I forgot. In the last expansion, Asian governments spent large amount	hhieslmair	-	7/29/2000
73	Thanks, but I already have two bridges. I wish I had access to more numbers so I	hhieslmair	-	7/29/2000
72	As you said, demand keeps growing in a smoother fashion than supply does. Suppl	Cary Salsberg	-	7/29/2000
71	Many cogent points, most of which I'm in at least some degree of agreement,	Lone Star	-	7/29/2000

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