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
9721	"And, if the Nas went to 800, what would its PE be?" The answer to th	John Cuthbertson	-	4/16/2001
9720	You're right. People were worried about it, and the possibility was priced i	Jacob Snyder	-	4/16/2001
9719	"...in those two previous downturns, the economy was not facing the possibi	John Cuthbertson	-	4/16/2001
9718	No not BK...but correct most will be close to 1/2'd.	$Mogul	-	4/16/2001
9717	Jacob, having reviewed your recent posts, there is no denying the logicality of	Jerome	-	4/15/2001
9716	Hi Jacob, Did it feel like short any thing and make money? If it did, I think t	semi2000	-	4/15/2001
9715	Don, thanks for the LA Times article. It gives perspective. I recommend the tele	Gottfried	-	4/15/2001
9714	Gottfried, Thanks for the pointer to the new site - good information there. I	Donald Wennerstrom	-	4/15/2001
9713	And, if the Nas went to 800, what would its PE be? If we are in an environment o	Jacob Snyder	-	4/15/2001
9712	Ex_Dilbert.... what is the market share to the right of each stock? INTC should	Jerome	-	4/15/2001
9711	<i> If you look at the 16 stocks that make up the sox </i> Those 1	Pink Minion	-	4/15/2001
9710	<i>I see the SOX at mid to high 300's to happen in 2001. </i> T	Jerome	-	4/14/2001
9709	re: where the SOX goes short/medium term: We are now just below 600 on the SOX.	Jacob Snyder	-	4/14/2001
9708	Jacob, I agree..and to boot i would not pay a Price/Sales more then 3 for ANY Se	$Mogul	-	4/14/2001
9707	Thanks. I bookmarked it. eom	Jacob Snyder	-	4/14/2001
9706	Jacob, no matter what happens next, your point 7 makes sense. I found an economi	Gottfried	-	4/14/2001
9705	Well said!	Cary Salsberg	-	4/14/2001
9704	re: Care to enumerate the reasons why you think we are in for a 1973 type of rec	Jacob Snyder	-	4/14/2001
9703	Jacob, you are too much at times. Care to enumerate the reasons why you think we	Berk	-	4/14/2001
9702	I agree. The high capex is a great way for intc to gain advantage over the comp	willcousa	-	4/13/2001
9701	Jacob, ><i>I could easily be wrong. I was wrong, in the summer and fall	Gottfried	-	4/13/2001
9700	<i>It's been a steep decline off the top, but that does not mean the t	w0z	-	4/13/2001
9699	re: The original issue had to do with why this cycle is so much faster than prev	Jacob Snyder	-	4/13/2001
9698	Well, I think you're certainly right that real-time data helps in making a l	Jacob Snyder	-	4/13/2001
9697	At any inflection point, the data is likely to be noisy. When it is obvious, th	w0z	-	4/13/2001

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