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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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9861bpNDX stays at 79% May02 May05 May06 May07 May08 May09 May12 May13 May14 May15 MGottfried-5/20/2003
9860Itsy Bitsy ICs: mdn.mainichi.co.jpThe Ox-5/20/2003
9859RE: "We are concerned that the significant capacity advantage of 300mm willCary Salsberg-5/20/2003
9858More clarity on capex outlook (from CSFB) Company maintaining C03 capex, C04 loAlastair McIntosh-5/20/2003
9857From Briefing.com: It's only natural that after a long, profitable advance, Return to Sender-5/19/2003
9856Semiconductor Equipment . . . Deutsche Bank cut its semiconductor capital equipReturn to Sender-5/19/2003
9855bpNDX increased one to 79% [CEPH] May01 May02 May05 May06 May07 May08 May09 May1Gottfried-5/19/2003
9854Stan due to the relatively small float of 15.8 million shares TGAL could simply Return to Sender-5/19/2003
9853Anyone know why Tegal move up almost 40% today. I found no news. Tegal is a smalStanX Long-5/19/2003
9852Tech sector extended its advance last week due largely to short-covering, a deceReturn to Sender-5/18/2003
9851InvestmentHouse Weekend Update: investmenthouse.com - A batch of weak economiReturn to Sender-5/18/2003
9850Technical Analysis: PC Ratio Gets A Little Toppy by Paul Shread stocks.internetReturn to Sender-5/18/2003
9849Expired By Jim Brown asianinvestoronline.com Another option expiration Friday Return to Sender-5/18/2003
9848bpNDX increased one to 78% [FLEX] Apr30 May01 May02 May05 May06 May07 May08 May0Gottfried-5/17/2003
9847Amateur Investors Weekend Market Analysis (5/17/03) amateur-investors.com The Return to Sender-5/17/2003
9846Semiconductor Equipment . . . Semi Equipment book-to-bill disappointed as the bReturn to Sender-5/17/2003
9845Intel Spring Analyst meeting: Message 18949859The Ox-5/16/2003
9844Thanks, and nice work on the book to bill chart.At_The_Ask-5/16/2003
9843At_the_Ask, ><i>Is it possible to scan for stocks that changed from buyGottfried-5/16/2003
9842Is it possible to scan for stocks that changed from buy to sell or sell to buy?At_The_Ask-5/16/2003
9841Cary, if Intel can extend Moore's law 10 more years, that's enough for mGottfried-5/16/2003
9840At_the_Ask, I run a scan for NDX stocks with a PnF buy signal on StockCharts. GoGottfried-5/16/2003
9839How do make those? Is it from a scan or something? I understand what the bp is At_The_Ask-5/16/2003
9838Does AMAT still matter? Applied Materials is the god of the chip-making equipmeStanX Long-5/16/2003
9837RE: "...reading your posts..." As you know, I don't trade, I don&Cary Salsberg-5/16/2003
9836Intel CEO Cautious Over Impact of SARS Thursday May 15, 8:04 pm ET By Donna FusReturn to Sender-5/15/2003
9835I can't remember on which thread (this or AMAT No Politics)we discussed the Cary Salsberg-5/15/2003
9834Cary, thanks for the link! Intel is ready - all we need is more customers. GottfGottfried-5/15/2003
9833"We have the next four or five generations running in the lab beyond 90 nanCary Salsberg-5/15/2003
9832bpNDX stays at 77% [CDWC dropped, INTU added] Apr29 Apr30 May01 May02 May05 May0Gottfried-5/15/2003
9831SEMI charted to April home.attbi.comGottfried-5/15/2003
9830So much for pulling back. After a two day, six-point correction, the Nasdaq reboReturn to Sender-5/15/2003
9829Message 18949058 North American Semiconductor Equipment Industry Posts April 20The Ox-5/15/2003
9828If your numbers were for the fab's cost, profit margin, and computed revenueCary Salsberg-5/15/2003
9827If you are XLNK or ALTR buying wafers from a foundry, you probably buy raw, unteKirk ©-5/15/2003
9826Kirk, Understood, but don't you need to count that in the cost of productionBig Bucks-5/15/2003
9825foundries don't usually package the wafers.. they might not even do the testKirk ©-5/15/2003
9824IC Knowledge might have that data but I'm pretty sure they'll want to chThe Ox-5/15/2003
9823From Briefing.com: EMKR Short-Squeeze Alert -- EMCORE (2.40 +0.19) May begin toReturn to Sender-5/15/2003
9822Thanks Peace.....I'm just trying to understand the numbers, I appreciate theBig Bucks-5/15/2003
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