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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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9996ESIO****guidance was cut but so what**** every firm is cutting guidance. From tJerome-7/17/2001
9995Jerome, thanks for the NVLS cc notes! Nice to see you talk bullish. Did you readGottfried-7/17/2001
9994<i>Besides NVLS some very good numbers were posted by ESIO.</i> Jerorkrious-7/16/2001
9993Besides NVLS some very good numbers were posted by ESIO. On the NVLS thread I pJerome-7/16/2001
9992NVLS (From Briefing): <<<Novellus (NVLS) 46.37 -3.61: -- Update -- In QJames Calladine-7/16/2001
9991ANALYSTS: Ray, do I detect a lack of GRATITUDE for this recent shaft of wisdomJames Calladine-7/10/2001
9990They had to take a trip to Asia to arrive at that remarkable insight. Wow, somesemi_infinite -7/10/2001
9989MORE PESSIMISM: <<<07:53 ET CSFB on Semi Equip : After a trip to James Calladine-7/10/2001
9988<<<Lehman Says Chip Equipment Outlays May Have Worst Decline in 20 YearJames Calladine-7/5/2001
9987<i> Says it is not convinced that a recovery in the semi industry will begPink Minion-6/27/2001
9986And yet the stock rallies in the after hours! This is what I like to see. AlthSun Tzu-6/26/2001
9985SFAM "says it is not convinced that a recovery in the semi industry will beJames Calladine-6/26/2001
9984Hi Cary, Just came across some of your posts (and now this thread) reviewing smaceng2-6/23/2001
9983Richard, we had the ad in our weekly throw-away newspaper. G. [end]Gottfried-6/22/2001
9982I have seen them on other than investment channels, but I don't remember whiMath Junkie-6/22/2001
9981AMAT TV ADVERTISING: I have been a continuous critic of these ads. However, inJames Calladine-6/22/2001
9980It seem like no one can figure out a legitimate business purpose for these ads. Math Junkie-6/22/2001
9979SEMI EQUIP BOOK/BILL---NOT TOO GREAT! (from Briefing) <<<Semi Equip BooJames Calladine-6/21/2001
9978Yes, a complete waste of money. Buying AMAT toolsets is not exactly an 'impuJSLyons-6/21/2001
9977>>> <i>Anyone see the AMAT commercial? ....... Maybe it's a dPink Minion-6/20/2001
9976AMAT REPORT: Full PDF report linked at: witcapital.com Applied Materials UpdaJames Calladine-6/13/2001
9975<i>Jerome, just remember that recovery is always 6 months in the future &lJerome-6/12/2001
9974<<If corporations paid no taxes do you really think they would loSam-6/12/2001
9973Jerome, just remember that recovery is always 6 months in the future - until it&Gottfried-6/12/2001
9972The TER interview of the CEO is one of the best in recent weeks. Why it gatheredJerome-6/12/2001
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