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| Posts by TI2, TechInvestorToo |
| Message | Subject | Recs | Date/Time (ET) |
| RIFs? No comments? | Applied Materials No-Politics Thread (AM | 12/07/2012 01:58:09 AM | |
| The buzz at Semicon was that 2006 looked good. ti2 | ASML Holding NV | 09/15/2005 11:13:06 PM | |
| Bechtel has been contracted to do an assessment Georgia pacific? How regional a | Hurricane Katrina Investment ideas | 09/05/2005 02:53:04 PM | |
| So can you think of any pure play high tech beneficaries of the reconstruction? | JDS Uniphase (JDSU) | 09/05/2005 02:45:45 PM | |
| So they seem to have reasonably steady price appreciations over recent quarters. | Cadence Design Systems | 09/04/2005 05:03:26 PM | |
| Won't the reconstruction public works project for the gulf coast require some JD | JDS Uniphase (JDSU) | 09/04/2005 04:31:39 PM | |
| Seems like a good longterm growth stock. Thoughts? tia ti2 | Luxottica (LUX) | 09/04/2005 10:12:48 AM | |
| Well people, some people moved out of the bay area after Loma Prieta...but more | The Residential Real Estate Crash Index | 08/31/2005 02:46:13 PM | |
| You need to define "best". Mininmum feature size? Depth of focus? Feature size u | ASML Holding NV | 06/07/2005 07:18:59 PM | |
| BB said, <IMO, many executives are driven by marketing issues rather than placin | Applied Materials No-Politics Thread (AM | 03/31/2004 05:04:27 PM | |
| Seems John is making a legacy different from Jim. Sell decisions ti2 | ImmunoGen | 03/28/2004 10:46:45 PM | |
| It will be really neat to see a semiconductor company that went fabless to build | Applied Materials No-Politics Thread (AM | 02/11/2004 07:55:20 PM | |
| Thoughts on TRKN? | Trikon Technologies - TRKN | 02/10/2004 09:17:11 PM | |
| <Equipment companies will not spend the exhorbitant R&D expense required, the RO | Applied Materials No-Politics Thread (AM | 02/10/2004 09:12:14 PM | |
| <I think ASML will do better than the industry because of the transition at 90 n | Applied Materials No-Politics Thread (AM | 02/10/2004 09:06:27 PM | |
| Does AMAT still have the gleam in their eye for photo? or has eLITH and Etec bee | Applied Materials No-Politics Thread (AM | 02/10/2004 08:52:03 PM | |
| Biggest % tech gainer on a down tech day and no comments here? ti2 | ELECTROGLAS -- How far can it go? | 01/14/2004 05:01:08 PM | |
| White paper on ARFID (no relationship). Need to register http://www.zebra.com | RFID and NFC Technologies | 01/13/2004 03:15:48 PM | |
| This is an important statement since its an admission that the actions are based | Applied Materials No-Politics Thread (AM | 01/13/2004 03:07:06 PM | |
| Gee, KLAC hiring 100 system technicians in next couple of mos and all's quiet he | KLA-Tencor Corporation (KLAC) | 12/09/2003 06:50:10 PM | |
| <Message #8252 from Mark Guglielmana at Dec 5, 2003 4:04 PM Where is TSMC? U | Applied Materials No-Politics Thread (AM | 12/05/2003 04:53:31 PM | |
| Infineon RFID chip http://www.reed-electronics.com/electronicnews/article/CA339 | RFID and NFC Technologies | 12/04/2003 08:03:30 PM | |
| OT- Spybot and spyblaster have eliminated my x10 ads and so many others- weekly | Applied Materials No-Politics Thread (AM | 12/03/2003 09:59:07 PM | |
| In Semicon timeframe it seemed that end of year would be providing insight to th | ELECTROGLAS -- How far can it go? | 12/02/2003 04:24:54 PM | |
| The Coming RFID Revolution Part 1 http://story.news.yahoo.com/news?tmpl=story&u | RFID and NFC Technologies | 12/02/2003 03:52:25 PM | |
| Perfect storm : flat panel shortage http://www.reed-electronics.com/electronicn | Wennerstrom Semi Equipment Analysis | 11/19/2003 05:40:15 PM | |
| Buy on the rumor sell on the (lack) of news? Perhaps the last couple of days was | ImmunoGen | 11/11/2003 03:30:47 PM | |
| Reuters: Radio tags face technical hurdles, deadlines http://biz.yahoo.com/rc/0 | RFID and NFC Technologies | 11/02/2003 10:23:45 PM | |
| Nanoimprint has been in the technical conferences www.spie.org for a few years. | Applied Materials No-Politics Thread (AM | 10/29/2003 02:44:50 PM | |
| <Wouldn't lower mask costs of 6" and 8" be a benefit for China as it gains exper | Applied Materials No-Politics Thread (AM | 10/24/2003 03:56:15 PM | |
| <I do not believe that most cities in India could support a fab, as electricity | Applied Materials No-Politics Thread (AM | 10/24/2003 03:46:06 PM | |
| Electronics News RFID search link http://www.reed-electronics.com/electronicne | RFID and NFC Technologies | 10/24/2003 12:01:33 PM | |
| Thanks for the forum and portfolio. Any other tutorials to help get my due dilig | RFID and NFC Technologies | 10/24/2003 12:00:32 AM | |
| In addition to less 'competitive" pressure, KLAC is making money on the "buy our | Wennerstrom Semi Equipment Analysis | 10/20/2003 11:46:51 AM | |
| <Heard on the Beat: Two 157-nm machines to whom?> I suspect IMEC for historical | ASML Holding NV | 10/20/2003 11:27:39 AM | |
| <Carr says he became aware of the problem when his company used offshore firms f | Applied Materials No-Politics Thread (AM | 10/19/2003 12:39:50 AM | |
| <If Fred's investment creates jobs overseas, those workers have income which the | Applied Materials No-Politics Thread (AM | 10/16/2003 03:54:17 PM | |
| <Pure and simple, manufacturing loss is bad for our economy and must be stopped | Applied Materials No-Politics Thread (AM | 10/15/2003 09:22:43 PM | |
| As I said, I'm a fan of MCM. And yes the product was "big iron-well probably not | Applied Materials No-Politics Thread (AM | 10/06/2003 07:37:37 PM | |
| IRA, Not saying WSI is typical, just that it was possible. The trilogy stuff di | Applied Materials No-Politics Thread (AM | 10/06/2003 04:24:17 PM | |
| IRA, Not saying WSI is typical, just that it was possible. The trilogy stuff di | Applied Materials No-Politics Thread (AM | 10/06/2003 04:21:55 PM | |
| The military built wafer scale sram's in the 80's both optically by stitching fi | Applied Materials No-Politics Thread (AM | 10/04/2003 04:35:56 PM | |
| <KLM has been the greatest group to fly on for decades> I like them too. Singap | SPECULATING IN TAKEOVER TARGETS | 10/02/2003 06:49:09 PM | |
| Job hiring boom! http://biz.yahoo.com/rc/031001/tech_india_jobs_1.html ti2 | Applied Materials No-Politics Thread (AM | 10/02/2003 03:11:20 AM | |
| <Helping things out is an extremely tight supply chain, where inventory has been | Applied Materials No-Politics Thread (AM | 09/30/2003 10:12:45 PM | |
| Thanks for the posts Brian. Richard is truly an amazing man and nice and honorab | Applied Materials No-Politics Thread (AM | 09/30/2003 09:48:30 PM | |
| Key lithography equipment is now supplied by Japan and Europe. The US no longer | Applied Materials No-Politics Thread (AM | 09/29/2003 01:34:48 PM | |
| intel's main wafer fabs have been outside the valley for a very long time. D2 is | Applied Materials No-Politics Thread (AM | 09/26/2003 04:32:53 PM | |
| <Personally I think AMD is dead meat-the only thing they can do is bleed money a | Applied Materials No-Politics Thread (AM | 09/26/2003 03:28:08 PM | |
| In one way it shows the cold war is really over...in another way it shows how th | Applied Materials No-Politics Thread (AM | 09/16/2003 06:14:28 PM |
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