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Semi Equipment Analysis
An SI Board Since October 2000
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9781Yes, virtual vacations should be very big. Probably not as big as virtual sex, Kirk ©-5/13/2003
9780I think I follow your point, but you are looking at it from an IT supported &quoCary Salsberg-5/13/2003
9779I think you and Brian might be missing my point. If you have a "virtual ofKirk ©-5/13/2003
9778In between all that travel - I'd settle with some of what Kirk's been drrobert b furman-5/13/2003
9777Brian, "Virtual" travel is not as "fatal" as real travel, bCary Salsberg-5/13/2003
9776Correction: bpNDX is 79% today. Thanks Sarmad. GottfriedGottfried-5/12/2003
9775>> bpNDX rose one to 70% [DELL] Gottfried, What ?? Did someone pilfer somSarmad Y. Hermiz-5/12/2003
9774From Briefing.com: Updated: 13-May-03 - General Commentary: While the small and Return to Sender-5/12/2003
9773bpNDX rose one to 70% [DELL] Apr23 Apr24 Apr25 Apr28 Apr29 Apr30 May01 May02 MayGottfried-5/12/2003
9772Kirk, <i>If you are connected via satellite to the net, you might get to Proud_Infidel-5/12/2003
9771I don't think the PC is even close to being "done." Lets say you Kirk ©-5/12/2003
9770Mike, I don't think it is chip power consumption on cell phones that is the Big Bucks-5/12/2003
9769Here's just one example of the need for faster, smaller, less power hungry IThe Ox-5/12/2003
9768From<B> "Earnings Whispers" </B> earningswhispers.com ---StanX Long-5/11/2003
9767InvestmentHouse Weekend Update: investmenthouse.com - Market bounces as expectReturn to Sender-5/11/2003
9766Jobs provided by the tax cuts will cost us somewhere between a half a million anWill Lyons-5/11/2003
9765<B>Is IBM building a fab for AMD? </B> siliconstrategies.com RumorStanX Long-5/11/2003
9764<B>SARS fears to impact Nokia, Motorola, Qualcomm, says report </B> StanX Long-5/11/2003
9763<B>UMC's '03 revenue is running 45% ahead of '02 </B> SeStanX Long-5/11/2003
9762<B>Treasury Chief: Tax Cuts Will Spur Growth </B> story.news.yahoo.StanX Long-5/11/2003
9761McClellan Summation Index vs SOX. This is a ratio adjusted chart and a reading oReturn to Sender-5/11/2003
9760Holding the Line By Jim Brown asianinvestoronline.com On a slow news day and oReturn to Sender-5/11/2003
9759Amateur Investors Weekend Market Analysis (5/10/03) amateur-investors.com So fReturn to Sender-5/11/2003
9758BB, Cary, Just as not all chips have migrated to 300mm; or to .13µ, I wouIan@SI-5/10/2003
9757RE: "By and large, chips have become commodoties..." I have a very smCary Salsberg-5/10/2003
9756Interesting TV show on History Channel today, Hands on History. Ron Hazelton viBig Bucks-5/10/2003
9755Cary, I respect your opinions but I'm not convinced because of the economicsBig Bucks-5/10/2003
9754RE: "...semiconductor feature sizes will hit a wall because of the cost of Cary Salsberg-5/10/2003
9753Cary, First, I agree that the industry will continue it's pursuit and it wiIra Player-5/10/2003
9752RE: "I see parallels to the semi-chip industry, how fast is fast enough andCary Salsberg-5/9/2003
9751Cary, Thanks for the explanation and your assessment of the industry and applicaBig Bucks-5/9/2003
9750My investment are in AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM. The first Cary Salsberg-5/9/2003
9749Cary, I'm serious.... give me some compelling reason for consumers to benefiBig Bucks-5/9/2003
9748bpNDX rose one to 78% [BRCD] Apr23 Apr24 Apr25 Apr28 Apr29 Apr30 May01 May02 MayGottfried-5/9/2003
9747I will try to be nice and just ask you if you left out <GGGGGGGGGGGG> at tCary Salsberg-5/9/2003
9746Semiconductors . . . Legg Mason reits Sell rating on Silicon Labs following PC-TReturn to Sender-5/9/2003
9745Does anyone know just why it is deemed "necessary" for chip device sizBig Bucks-5/9/2003
9744Fundamentally I can not argue with that reasoning. Even from a technical standpoReturn to Sender-5/9/2003
9743I think the longer equipment orders "bottom", the more likely the nextThe Ox-5/9/2003
9742From Briefing.com: 9:07AM Intel sees strong demand in China, expects recovery thReturn to Sender-5/9/2003
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