Profile for Artslaw
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Date Joined Feb 4 1996 User Level
Posts 1054 Boards Moderated1
PeopleMarks 13 Bans Issued 0
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Personal Information
Company: Semiconductor Industry
Occupation/Title: Engineer
Location: Silicon Valley
College: University of Florida
Degree: Ph.D. (Electrical Engineering)
Favorite Stocks: Mostly tech stocks, much covered-call writing as of late, also an occasional short.
Investment Style: Used to confine myself to semiconductor capital equipment, but have long since branched out. . .
Investment Experience: Since 1993
Interests and Hobbies: Hiking, biking, darts (not for stock picking), investing, solid-state physics.
Quote: The universe is not hostile, nor is it friendly. It is simply indifferent.
25 Most Recent SubjectsLast PostPosts
Cohu, Inc. (COHU)04-26-05 04:36 AM 79
NVIDIA Corporation (NVDA)01-12-05 02:49 AM 30
TMTA Transmeta better faster cheaper?12-18-03 05:39 AM 6
ASML Holding NV12-02-03 04:18 PM 54
Amkor Technology Inc (AMKR)04-29-03 08:32 PM 87
SanDisk Corporation (SNDK)02-18-03 04:24 AM 123
Medved QuoteTracker - real-time portfolio tracker11-12-02 03:18 PM 24
Agere Systems (AGR.A & AGR.B)10-28-02 01:12 PM 4
Helix Technology, a cold play on semiconductor equipment10-10-02 05:07 AM 26
Apple Inc.08-20-02 04:06 PM 119
Kulicke and Soffa06-13-02 05:32 PM 14
Planar Systems - a leader in flat panel displays (FPD's)04-03-02 05:12 PM 1
KLA-Tencor Corporation (KLAC)01-15-02 04:58 PM 9
PRI Automation (PRIA)10-08-01 02:54 PM 14
VIRL: Virage Logic Corporation09-05-01 08:25 PM 1
disney!!! (DIS)08-16-01 02:54 PM 21
General Lithography08-10-01 05:08 AM 19
Asyst Technologies (ASYT) Good Value/Where is the Bottom?08-08-01 01:55 PM 8
Lam Research (LRCX, NASDAQ): To the Insiders08-03-01 02:50 AM 6
Transmeta (TMTA)-The Monster That Could Slay Intel07-13-01 01:41 PM 27
Taiwan Semiconductor (NYSE: TSM)05-30-01 11:03 PM 23
NexCen Brands, Inc. 05-11-01 05:45 PM 3
Advanced Micro Devices - Moderated (AMD)04-07-01 02:54 AM 5
Stock-Picking Challenge02-01-01 06:29 PM 2
Axcelis Technologies, Inc. (ACLS)01-03-01 01:50 AM 5
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Posts by Artslaw
MessageSubjectRecsDate/Time (ET)
Some additional information more all your Cohu lovers. Just received notice fromCohu, Inc. (COHU) 04/26/2005 04:36:23 AM
Sold a ton of (covered) March 2005 calls (at 3.1) after this announcement. It woNVIDIA Corporation (NVDA) 01/12/2005 02:49:53 AM
Wow, that was interesting timing. This was the pop I was hoping to catch. . .andNVIDIA Corporation (NVDA) 12/07/2004 10:37:44 AM
Sheesh. . .Silicon Investor has really died in the last couple years. Well, NNVIDIA Corporation (NVDA) 12/07/2004 12:51:01 AM
Just came back from a two month sabbatical travelling around the world. Among myCohu, Inc. (COHU) 10/19/2004 04:10:00 AM
There are currently 141M outstanding shares of TMTA, 118M in the float. And now TMTA Transmeta better faster cheaper? 12/18/2003 05:39:30 AM
I saw a spike in the ASML trading (on the AMX) last night, and then saw this preASML Holding NV 12/02/2003 04:18:11 PM
<i>wonder if the comment of "phones ringing off the hook" would translate into aTMTA Transmeta better faster cheaper? 10/25/2003 11:59:46 PM
This week's Barron's comments on last week's Barron's. http://online.wsj.com/ASML Holding NV 10/20/2003 02:23:30 AM
<i>IF the future is indeed in the UPC segment and blade servers....is this what TMTA Transmeta better faster cheaper? 10/15/2003 04:48:45 AM
Interesting note on the cancellations! ASML just came out with earnings, andASML Holding NV 10/15/2003 03:31:39 AM
Yeah, Barron's doesn't usually have much good to say, but in this case, it didn'ASML Holding NV 10/13/2003 01:18:22 PM
Sure, I still follow this company. . .but I can't short it until it gets back toTMTA Transmeta better faster cheaper? 10/13/2003 05:00:00 AM
ASML got a mention in this week's Barrons. (Wall Street Journal subscription ASML Holding NV 10/12/2003 11:17:31 PM
> Damn I'm lucky :) Although this did have a nice effect on ATI's stock priceNVIDIA Corporation (NVDA) 08/17/2003 03:07:07 AM
So much for that plan: <b>ASML jumps as Intel sticks to R&D, Capex spending</ASML Holding NV 06/06/2003 05:09:22 AM
Dick, Actually, Cymer probably would have been a good choice as well, but ASMASML Holding NV 06/02/2003 03:58:50 AM
Just to spice this thread up a bit: I shorted ASML around 9.25 (so already gettiASML Holding NV 05/31/2003 04:44:13 AM
<i>I've seen both - I guess it depends on how good you are in the yield game. 22Cohu, Inc. (COHU) 05/31/2003 04:12:20 AM
To all the Amkor longs, you have something to smile about. Up 1.15 after hours tAmkor Technology Inc (AMKR) 04/29/2003 08:32:49 PM
As you guys probably noticed, the part of Cohu's Delta Design unit in MA is reloCohu, Inc. (COHU) 04/10/2003 02:28:03 PM
A few comments (not specifically to clean86) 1) Flash is still much (!) more SanDisk Corporation (SNDK) 02/18/2003 04:24:00 AM
<i>I dream of the day I can buy Cohu at book value. It will be a long term inveCohu, Inc. (COHU) 02/03/2003 01:32:47 PM
<i>How low was your starting point? </i> Do you mean in the calls? I sold my NVIDIA Corporation (NVDA) 01/20/2003 01:34:28 PM
I wish! I keep selling covered calls on it every month. . .Haven't been called yNVIDIA Corporation (NVDA) 01/17/2003 12:59:58 AM
<i>Would it make sense for SNDK to combine its expertise in NOR and Toshiba's knSanDisk Corporation (SNDK) 12/29/2002 05:25:50 PM
<i>Also, one technical question. Can you explain "execute in place" as it relateSanDisk Corporation (SNDK) 12/27/2002 01:50:19 PM
I bought an MP3-playing stereo for my car (sans CF slot, though). Sometimes you SanDisk Corporation (SNDK) 12/27/2002 01:33:27 AM
Kryotech was originally famous for its thermally accelerated computers. They wouCohu, Inc. (COHU) 12/16/2002 09:21:31 PM
Wow, I have a story to tell about this one. . . I am a holder of the company Cohu, Inc. (COHU) 12/16/2002 06:49:41 PM
So far so good. The chart (last two weeks) looks awesome right now, firing on alNVIDIA Corporation (NVDA) 12/03/2002 12:53:56 AM
At 4 hours, it's about an hour longer than most new laptops, which isn't enough TMTA Transmeta better faster cheaper? 11/24/2002 10:06:58 PM
Jerry, I have the Scottrade free account. I have the QT proxy setup, and iMedved QuoteTracker - real-time portfoli 11/12/2002 03:18:31 PM
Hi Jerry, You suggested using Scottrade for backfills until another source ofMedved QuoteTracker - real-time portfoli 11/12/2002 01:25:31 PM
Jerry, Quote.com backfill hasn't worked for me for about a week. I logged in Medved QuoteTracker - real-time portfoli 10/31/2002 01:46:07 PM
Ah -- that works just fine. Sorry for not realizing I could force system time onMedved QuoteTracker - real-time portfoli 10/28/2002 02:17:57 PM
Looks like E-trade changed its steamer output. All the data is at the same time Medved QuoteTracker - real-time portfoli 10/28/2002 02:10:01 PM
Sold it all at $1.12 (average buying price was $0.89). Finally made a substantiaAgere Systems (AGR.A & AGR.B) 10/28/2002 01:12:36 PM
A rather negative column in Barrons: http://online.wsj.com/barrons/weekday_trSanDisk Corporation (SNDK) 10/27/2002 01:04:01 AM
<b>Fujitsu, US Amkor Tech Scrap Chip-Making JV Agreement</b> http://biz.yahooAmkor Technology Inc (AMKR) 10/18/2002 03:57:22 AM
I bit the bullet and rounded out my position at 72 ¢ before lunch. When I caAgere Systems (AGR.A & AGR.B) 10/11/2002 04:33:05 PM
<i>Does the company issue options to employees? Will they retract them as well? Helix Technology, a cold play on semicon 10/10/2002 05:07:56 AM
Ha ha . Once bitten, twice shy. I think I just went from short term to long termAgere Systems (AGR.A & AGR.B) 10/08/2002 07:36:32 PM
This stock is really terrible. . .so I bought several K today at $0.95. NormallyAgere Systems (AGR.A & AGR.B) 10/02/2002 12:04:55 AM
<b>SimpleTech Files Lawsuit for Unfair Trade Practices Against Lexar Media </b> SanDisk Corporation (SNDK) 10/01/2002 05:08:25 PM
<i>Regarding the NVDA options, you have to consider the value of the chick in haNVIDIA Corporation (NVDA) 09/27/2002 04:54:31 PM
<i>It is still a good deal since the options are worth approximately zero. </i> NVIDIA Corporation (NVDA) 09/27/2002 05:09:20 AM
Amkor finally managed to unload a little of its Anam. . . http://biz.yahoo.coAmkor Technology Inc (AMKR) 09/27/2002 03:41:09 AM
Several of us were talking about this at work today (since all major companies wNVIDIA Corporation (NVDA) 09/26/2002 05:43:40 PM
Cannon is going to introduce an 11 Megapixel camera (using CMOS instead of CCD).SanDisk Corporation (SNDK) 09/24/2002 05:35:36 PM

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