Semiconductor and Semi-Equipment Analysts - Their Calls

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks
Semiconductor and Semi-Equipment Analysts - Their Calls

An SI Board Since December 1998

Posts	SubjectMarks	Bans
195	24	0

Emcee: FJB	Type: Unmoderated

Introduction Compact

The purpose of this thread is to provide a running track record of analyst predictions concerning the semiconductor and semiconductor capital equipment industries. For the sake of discussion, fund managers and market researchers will fall under the title "analyst".
Any discussion of these predictions is encouraged. Why do you think their analysis is wrong? If you think an analyst is an unsavory character and his "out of left field" call cost you money, feel free to vent.

Over time, we will hopefully identify which analysts are accurate and which ones are more qualified for a career in fast food.

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

Reply	Message Preview	From	Recs	Posted
195	Anyone follow MSPD?	JakeStraw	-	4/12/2010
194	Brian, I think the fear is mainly that this is not the bottom yet, not that good	Gottfried	-	2/25/2001
193	I understand it is difficult to invest hard earned money into a stock after it h	Proud_Infidel	-	2/25/2001
192	Brian, you may be right. I read or skim several financial magazines and most of	Gottfried	-	2/25/2001
191	This weekend on CNET's News.com, the lead story was how to reduce portfolio	Proud_Infidel	-	2/25/2001
190	At least I have to admit "SELL" is better than neutral or some other r	semi2000	-	2/14/2001
189	Brian, I read AMAT is up AH. Would be funny if WF van K issued a sell at the ver	Gottfried	-	2/13/2001
188	G, <i> looks like WF van Kasper is trying to make a name for themselves&l	Proud_Infidel	-	2/13/2001
187	Brian, looks like WF van Kasper is trying to make a name for themselves. 02/13/	Gottfried	-	2/13/2001
186	Let's remember this call: Applied Materials Cut to 'Sell' at Wells	Proud_Infidel	-	2/13/2001
185	Mark Fitzerald (B of A) 06 Feb 2001 Chip equipment shakeout likely as slump hit	Alan Gallaspy	-	2/6/2001
184	Monday January 29, 12:32 am Eastern Time Salomon cuts TSMC EPS estimates (UPDATE	Proud_Infidel	-	1/29/2001
183	Robbie Stephen noe on sector Semiconductor Capital Equipment Sue Billat, Semi	Jack Hartmann	-	1/17/2001
182	Don't Join This Chip Party By Monica Rivituso January 11, 2001 WE HATE T	Jack Hartmann	-	1/11/2001
181	Silicon foundry business to grow 18% to 20% in 2001, analyst says By Mark LaPed	Jack Hartmann	-	12/26/2000
180	Little relief for chipmakers in 2001 Tuesday December 26 01:18 PM ET By Duncan M	Jack Hartmann	-	12/26/2000
179	Ray, ><i>Since the FED and OPEC in their collective wisdom have essenti	Gottfried	-	12/7/2000
178	<i>Are you suggesting that INTC doesn't know as much as you as of toda	semi_infinite	-	12/7/2000
177	Ray, Are you suggesting that INTC doesn't know as much as you as of today w	Ian@SI	-	12/7/2000
176	Ian, Seems to me that the 6.5B is based on a set of working assumptions regardi	semi_infinite	-	12/7/2000
175	My source was a CNBC graphic. The commentator also mentioned the $5B original e	Ian@SI	-	12/7/2000
174	Ian, The only comment I saw was: ** Capital spending for 2000 is expected to b	FJB	-	12/7/2000
173	Bob, And INTC also raised next year's CAPEX to $6.5B from the prior $6.0B w	Ian@SI	-	12/7/2000
172	16:26 [INTC] INTEL SEES Q4 GROSS MARGIN PERCENTAGE 63%, PLUS OR MINUS A POINT 16	FJB	-	12/7/2000
171	I suppose what seems the most humorous part of the call is that if INTC is going	The Ox	-	12/6/2000

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