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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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9661bpNDX stays at 70% Apr11 Apr14 Apr15 Apr16 Apr17 Apr21 Apr22 Apr23 Apr24 Apr25 AGottfried-5/1/2003
9660Hadn't seen this posted elsewhere nor any news coverage of the story... worIan@SI-5/1/2003
9659Semiconductor Equipment . . . The second day of the Merrill Lynch Hardware HeaveReturn to Sender-5/1/2003
9658Applied changes yield analyst caution By Chris Kraeuter, CBS.MarketWatch.com LaReturn to Sender-5/1/2003
9657Stan, Silicon Valley's newspaper sees the AMAT change favorably bayarea.com Gottfried-5/1/2003
9656Comments on resent AMAT news, I like the last, net positive, Stan. MORGAN (STREStanX Long-5/1/2003
9655bpNDX stays at 70% [MNST added, TMPW dropped] Apr09 Apr10 Apr11 Apr14 Apr15 Apr1Gottfried-4/30/2003
9654You posted <I>I imagine he owns considerable AMAT stock so it would make sStanX Long-4/30/2003
9653Morgan has been talking about retirement or a lessor role at AMAT for some time.Kirk ©-4/30/2003
9652From Briefing.com: Updated: 01-May-03 - General Commentary - Not every day can bReturn to Sender-4/30/2003
9651Semiconductor Equipment . . . United Microelectronics, the world's second-laReturn to Sender-4/30/2003
9650No comments that Mike Splinter is new pres/ceo at AMAT? Morgan still chairman ofTI2, TechInvestorToo-4/30/2003
9649Yes, but the mask cost now is spread over fewer wafers for a given volume so theKirk ©-4/30/2003
9648Thanks Kirk, I had forgotten about the wafer size impact. The ASIC manufacturersBerk-4/30/2003
9647Moore's Law is only for TECHNOLOGY scaling which goes by feature size. GoinKirk ©-4/30/2003
9646"1M gate FPGA $2000 in 1998, $20 in 2003" Cary, without getting out mBerk-4/30/2003
9645RE: "AMAT/LRCX/UTEK" Get out of UTEK! You realize that Moore's LCary Salsberg-4/30/2003
9644I'll add to Cary's bullishness on PLDs vs ASICs. A couple of years ago Kirk ©-4/30/2003
9643RE: "...remain objective..." 1. ALTR and XLNX are on the leading edgCary Salsberg-4/30/2003
9642I can't find fault with that reasoning Kirk. I do think however that there iReturn to Sender-4/30/2003
9641If you believe in regression to the mean and coin flips, the longer term trend sKirk ©-4/30/2003
9640<I>However many of the charts indicate (like the one you linked) that we aKirk ©-4/30/2003
9639SNIP: The market wrap tonight also mentions that the NASDAQ-100 bullish percent Return to Sender-4/30/2003
9638Chart of the Day: chartoftheday.com If you averaged the yearly performance of Return to Sender-4/30/2003
9637In recent days ALTR and XLNX have made a lot of noise with regard to their prospuu-4/30/2003
9636<B>Euro Hits Four-Year Highs, Nikkei Jumps</B> story.news.yahoo.comStanX Long-4/30/2003
9635RtS, your charts sure looks good for us Longs, Stan. :0) investorshub.comStanX Long-4/30/2003
9634RE: "Xilinx and Lattice Semi have indicated similar results. The net impactCary Salsberg-4/30/2003
9633RE: "maybe the market is turning up?" ALTR, XLNX, LLTC, MXIM produce Cary Salsberg-4/29/2003
9632RE: "He notes that both Altera and rival Xilinx (XLNX:NYSE - news - commentCary Salsberg-4/29/2003
9631From Briefing.com: General Commentary - What's not to like? Tech-heavy NasdaReturn to Sender-4/29/2003
9630Semiconductor Equipment . . . Dupont Photomask announced a $100 million of convReturn to Sender-4/29/2003
9629Overcapacity looms despite IC growth in '03, says report By Mark LaPedus , SemiBull-4/29/2003
9628Stan, thanks for pointing out the ndx volume stockcharts.com GottfriedGottfried-4/29/2003
9627I especially like the volume today; over 43mil trades on an up day speaks well fStanX Long-4/29/2003
9626bpNDX rose 2 to 70% [IVGN VRSN] Apr09 Apr10 Apr11 Apr14 Apr15 Apr16 Apr17 Apr21 Gottfried-4/29/2003
9625Nice report from MXIM biz.yahoo.com Flat revenue quarter but more profit and a Kirk ©-4/29/2003
9624Investors Focus on Altera's Price, Not Its Report thestreet.com By K.C. SReturn to Sender-4/29/2003
9623From Briefing.com: 11:17AM Nasdaq favors the flatline : -- Technical -- Index toReturn to Sender-4/29/2003
9622SARS causes CIBC to downgrade Orbotech CIBC Israel: We fear that the SARS epidsemi_infinite -4/29/2003
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