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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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9871Anyone see the AMAT commercial? Believe it ran on golf time. Starts out lookingeoffrey Wren-6/4/2001
9870While this is not directly on topic, we have a variety of sources that tell us trgammon-6/4/2001
9869On a related note, I got this from this week's Barron cover story. I think Sun Tzu-6/3/2001
9868Cisco Says Telecom-Gear Sales Still Slow, Inventory Levels High By Scott Thurm banzai11-6/3/2001
9867re. <<Chip equipment orders hit 10-year low>> ebnonline.com I suppQ.-6/2/2001
9866Semi-equips have been cyclical growth companies. They should be compared to capCary Salsberg-6/1/2001
9865Sorry... I don't get it... so should I consider this a ""cyclicalDavy Crockett-6/1/2001
9864***** Battle Plan for Friday ****** The following plan will work if we have a sJerome-6/1/2001
9863*** New Angle *** on Covered Calls ***** I just found out about a mutual fund tJerome-6/1/2001
9862<i>Covered calls are useful in stable situations or when the stock is closJerome-6/1/2001
9861Chip equipment orders hit 10-year low ebnonline.comSemiBull-5/22/2001
9860Cary, I have used covered call strategy in past with 'mixed' results. Sampat Saraf-5/22/2001
9859Thanks for the response. EOMsemi2000-5/21/2001
9858I was first attracted to semi-equips because most are very well managed and theiCary Salsberg-5/21/2001
9857Note, DOS for AMAT in last report was 91, but it is possible that this is also dZeev Hed-5/21/2001
9856<<i>AR and inventory should fall, freeing up cash<</i> I'WTSherman-5/21/2001
9855In case you missed it, the market has entered the BEYOND LOGIC dimension. SinceCary Salsberg-5/21/2001
9854Covered calls are useful in stable situations or when the stock is close to fullCary Salsberg-5/21/2001
9853When I was at CMOS, cost of test was a major buzz word. I was in the area of liCary Salsberg-5/21/2001
9852Jerome, Thanks for sharing your opinion. I may look into some covered calls toSampat Saraf-5/21/2001
9851The ASYT response to a bad earnings report is amazing. I would think that if ASYJerome-5/21/2001
9850Jerome, Gottfried, Just to chime in with my 2 cents on ASYT. Right now, when yDonald Wennerstrom-5/21/2001
9849Jerome, my guess on ASYT is it will not go up much if at all with the SEMI btb pGottfried-5/21/2001
9848A lot of investors hope that I'm dead wrong about ASYT. They bought in betweJerome-5/21/2001
9847Jerome, just looking at PnF and other charts ASYT is a buy. Of course that couldGottfried-5/20/2001
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