Semi-Equips - Buy when BLOOD is running in the streets!

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Semi-Equips - Buy when BLOOD is running in the streets!

An SI Board Since June 1996

Posts	SubjectMarks	Bans	Symbol
10921	222	0	LRCX

Emcee: Cary Salsberg	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
9621	This is the psychology that will lead to the next bull market. You may be early	Mike M	-	4/4/2001
9620	I think it is a little late for 100% cash here, but i expect a rally to get the	Zeev Hed	-	4/4/2001
9619	Possibly darkest before dawn? Actually, I do think its time to start doing some	WTSherman	-	4/4/2001
9618	At least now when my stocks are down 5% in a day, it isn't so much money. I	geoffrey Wren	-	4/4/2001
9617	Well, I would say that JDSU is not the only "cremator", look at stalwa	Zeev Hed	-	4/4/2001
9616	Good picks.... I having a mental debate with myself over adding more GLW or do s	Jerome	-	4/4/2001
9615	Well Jerome, while I do not have a cycle bottom here, i believe we are at a very	Zeev Hed	-	4/4/2001
9614	Take over considerations......in the semi-group. If one looks at the price VSH	Jerome	-	4/3/2001
9613	Jerome, yep, good idea because it minimizes the surprise factor. G. [end]	Gottfried	-	4/2/2001
9612	Here is a new twist for an earnings announcement. 1) announce the dat and the ap	Jerome	-	4/2/2001
9611	With the current state of depressed prices for the sem's. Take overs friendl	Jerome	-	4/2/2001
9610	As the supply of automobiles never seems to dwindle, a good opportunity exists f	TideGlider	-	3/28/2001
9609	Analogy to Christmas Busts: So it is said that when consumer recognize that it w	geoffrey Wren	-	3/28/2001
9608	Druss: I didn't mean for you to draw the inference that I had a great deal	TideGlider	-	3/27/2001
9607	Tide Glider--I have no respect or use for Gartner Group. Their 'predictions&	Druss	-	3/27/2001
9606	I increased my position in Klic by 20% in December-January.	scott_jiminez	-	3/27/2001
9605	So... have you been buying since December? Katherine	Katherine Derbyshire	-	3/27/2001
9604	Katherine - that was precisely my response...though I have observed that such se	scott_jiminez	-	3/27/2001
9603	A few more articles like that one, and it will be time to start buying again.	Katherine Derbyshire	-	3/27/2001
9602	Here is an interesting article that places a bit of common sense into the argume	TideGlider	-	3/27/2001
9601	That was my point. I'm an analyst, now, right? <G>	Math Junkie	-	3/25/2001
9600	Customers don't get yachts. Only brokers. Or so the book title implies. ;-)	Sam Citron	-	3/25/2001
9599	Uh Oh, I'm not sure agreeing with analysts is such a good thing. Or maybe th	Math Junkie	-	3/25/2001
9598	Richard, One thing of note in the longterm AMAT chart that you cited is that du	Sam Citron	-	3/25/2001
9597	Richard, "Analysts meeting at this week's SEMI investment conference i	Sam Citron	-	3/25/2001

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