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Semi Equipment Analysis
An SI Board Since October 2000
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9941online.wsj.com A somewhat encouraging article on the chip sector including the Ian@SI-6/1/2003
9940Thanks Gottfried and Kirk for letting me know that chart was of the S&P 500.Return to Sender-6/1/2003
9939>> 'sell in May' rule Gottfried, actually there is a simpler versSarmad Y. Hermiz-6/1/2003
9938Sarmad, I wasn't aware of that qualification to the 'sell in May' ruGottfried-6/1/2003
9937>> But it does make me realize 'sell in May...' is far too simplisSarmad Y. Hermiz-6/1/2003
9936RtS, I see Kirk posted the Schwab article and those monthly returns are for the Gottfried-6/1/2003
9935Kirk, thank you. So the monthly average returns are for the SP500 and that answeGottfried-6/1/2003
9934Historical Returns Good Chart. I have the article and links posted here suite10Kirk ©-6/1/2003
9933Gottfried, the probability of a loss for what is non zero? It really makes a dReturn to Sender-6/1/2003
9932RtS, sorry - I don't know what index and can't even find the Schwab artiGottfried-5/31/2003
9931I've seen the chart before but Gottfried what is not said is what index doesReturn to Sender-5/31/2003
9930Stan, here's a bar chart showing historic returns by month. As a group June/Gottfried-5/31/2003
9929<B>Buy in May and ... Get Back to Work,</B> Sat May 31, 9:19 AM ET StanX Long-5/31/2003
9928Dick, all bp are now near or above historic heights stockcharts.com This suggesGottfried-5/31/2003
9927From Briefing.com: So the Chicago Purchasing Manager's Index was the market&Return to Sender-5/31/2003
9926If none of the 16 'sell' stocks convert to 'buy', but the 84 Berk-5/31/2003
9925BWAC, thanks for the interesting compilation. If none of the 16 'sell' sGottfried-5/30/2003
9924So looking at these it seems that somebody sure has bid up about 12 of them to lBWAC-5/30/2003
9923Stan, you made me look at the $compq and volume has been high and increasing fouGottfried-5/30/2003
9922bpNDX rose 4 to 84% [MOLX MCHP ERICY APOL] Mar16 May19 May20 May21 May22 May23 MGottfried-5/30/2003
9921Just an FYI, Good volume on an update is a positive move. Symbol Last ChangStanX Long-5/30/2003
9920BWAC, LOL! AMAT is one of them. Here are the NDX PnF 'sells' ADCT AMAT Gottfried-5/30/2003
9919Are the other 16 companies still in business?BWAC-5/30/2003
9918<b>preliminary</b> bpNDX is up 4 to 84%Gottfried-5/30/2003
9917Thanks the narrower screen is easier to read. The data I look at is what was addKirk ©-5/29/2003
9916I put the bpNDX spread sheet up for download home.attbi.com I don't plan to Gottfried-5/29/2003
9915bpNDX rose two to 80% [SPOT, RYAAY] May15 Mar16 May19 May20 May21 May22 May23 MaGottfried-5/29/2003
9914From Briefing.com: Despite broader market sell pressure, the Nasdaq scratched toReturn to Sender-5/29/2003
9913<I>I'm not sure I will ever buy another desktop. Laptops are more usefKirk ©-5/29/2003
9912willcousa, I don't even have a docking station. All peripherals connect via Gottfried-5/29/2003
9911I was in a big 5 office a couple of years ago where everyone had a docking statiwillcousa-5/29/2003
9910I'm not sure I will ever buy another desktop. Laptops are more useful to me.BWAC-5/29/2003
9909Brian, many laptops that can serve as desktop replacements are now under $ 1K, jGottfried-5/29/2003
9908Don't forget the AC savings. I have 2 monitors in my home office and I thinKirk ©-5/29/2003
9907<i>But I did notice banks and other places are going to Flat Screens so thProud_Infidel-5/29/2003
9906<B>Japan's Nikkei Ends at Two-Month High</B> 36 minutes ago AddStanX Long-5/29/2003
9905RE: "fwiw, I'm glad I didn't "upgrade" UTEK or LRCX to thCary Salsberg-5/29/2003
9904I agree. Most were getting powerful laptops long ago. Allows folks to work froKirk ©-5/28/2003
9903bpNDX remains at 78% May07 May08 May09 May12 May13 May14 May15 Mar16 May19 May20Gottfried-5/28/2003
9902From Briefing.com: So the markets favored a modestly higher bias coming off thatReturn to Sender-5/28/2003
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