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Technology Stocks
General Semiconductor Chat

An SI Board Since November 1997

Posts	SubjectMarks	Bans
20	1	0

Emcee: Trey McAtee	Type: Unmoderated

Introduction Compact

this thread is for the discussion of semiconductor stocks, trends in the industry, etc.

right now i am wondering about good plays, long and short, in the industry. for instance, onthe MU thread we have been avidly discussing what is going on the in the overall memory sector and the impact that it may have on other semi secotors like DSPs, etc.

all comments are appreciated.

good luck to all,
trey

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
20	I stand corrected. My apologies.	Frank Roso	-	12/22/1997
19	Are you sure that these are "neural" chips? I thought they just happ	Crispin	-	12/16/1997
18	larry-- i dont know. i will check. my estimate is 0.09. if FC has anything oth	Trey McAtee	-	12/11/1997
17	trey Is aol's First Call's EPS estimate for MU now 10 cents ???? Than	TREND1	-	12/11/1997
16	to all (or, more likely, just me<G>) looks like SOX is going to get span	Trey McAtee	-	12/11/1997
15	to all-- has anyone checked out the GaAs stocks lately? TQNT is starting to lo	Trey McAtee	-	12/10/1997
14	rob-- thanks! you hit it right on the head. the problem, as i understand it, i	Trey McAtee	-	12/1/1997
13	For the DRAM/SRAM testers, the equipment will primarily be sitting in assembly	Rob-Chemist	-	12/1/1997
12	frank-- basically companies that are making complete systems. of course, the m	Trey McAtee	-	12/1/1997
11	rob-- is their equipment fab based or do they make the retail testers? good l	Trey McAtee	-	12/1/1997
10	I am not sure exactly sure what you are looking for. Look on Motorola Semicondu	Frank Roso	-	11/29/1997
9	The company that they are referring to in the article is presumably Advantest.	Rob-Chemist	-	11/26/1997
8	mark- thanks. the apple thread did well, so i am hoping that this one does too	Trey McAtee	-	11/26/1997
7	Hi Trey I see you started a thread ! I'll follow it for a while and see	wiz	-	11/25/1997
6	heiman-- thanks! may be buying some EOD. good luck to all, trey	Trey McAtee	-	11/25/1997
5	Also look at this one: triant.com (TNT) They are working on an EOM with an maj	heimen de vries	-	11/25/1997
4	zeev- sorry, i should have clarified. i am looking specifically for SDRAM back	Trey McAtee	-	11/24/1997
3	Trey: Let's hope this thread gets anywhere. As for testing equipment this i	Zeev Hed	-	11/23/1997
2	does anyone have any info on testing equipment makers? tia. good luck to all,	Trey McAtee	-	11/23/1997
1	are there any neural net chip makers in the US? i read an article recently in E	Trey McAtee	-	11/22/1997

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