| Message | Subject | Recs | Date/Time (ET) |
| I reviewed Merrill Lynch's (ML) research report on NVLS which reflects the infor | It's Different This Time! | | 10/29/2011 06:01:45 PM |
| In 2000, I sold the LRCX I bought for $10,000, in 1996-98, for $75,000. That i | Wennerstrom Semi Equipment Analysis | 2 | 10/29/2011 04:03:38 PM |
| You are delusional if you think I would read your articles. Seeking Alpha is pe | Wennerstrom Semi Equipment Analysis | 2 | 10/29/2011 02:58:42 PM |
| It doesn't say it explicitly, but the "Memory Cube DRAM" sounds like an impleme | It's Different This Time! | | 10/29/2011 01:16:37 PM |
| It doesn't say it explicitly, but the "Memory Cube DRAM" sounds like an implemen | Intel Corporation (INTC) | | 10/29/2011 01:14:14 PM |
| RE: "I don't think reading articles, either good or bad, has much to do with in | Wennerstrom Semi Equipment Analysis | 2 | 10/29/2011 01:02:03 PM |
| I hate to read Seeking Alpha because the articles are uniformly crap, but you s | Wennerstrom Semi Equipment Analysis | 3 | 10/29/2011 12:00:02 PM |
| RE: "Do you understand what a basket case World economy is?"
There are signif | It's Different This Time! | 3 | 10/28/2011 06:16:43 PM |
| RE: "I am not sure if the 19% quoted for solar is directly comparable to the 31 | It's Different This Time! | | 10/28/2011 02:06:27 PM |
| I just finished listening to the KLAC earnings conference call. They supported | It's Different This Time! | | 10/28/2011 02:32:44 AM |
| Hi Sam,
I have written about the NVLS stock buy back program before on this t | It's Different This Time! | | 10/27/2011 12:29:21 AM |
| http://www.siliconinvestor.com/readmsg.aspx?msgid=27728397 | Wennerstrom Semi Equipment Analysis | | 10/26/2011 08:06:06 PM |
| I just finished listening to the NVLS earnings conference call. Rick Hill was | It's Different This Time! | | 10/26/2011 08:05:29 PM |
| RE: "[i]UMC said it expects fourth quarter wafer shipments to decline about 10 | Wennerstrom Semi Equipment Analysis | 1 | 10/26/2011 06:47:07 PM |
| I just checked. I can buy Microsoft Windows 7 Professional (upgrade version for | Wennerstrom Semi Equipment Analysis | | 10/26/2011 12:00:24 AM |
| When I posted, this morning, NVLS price was under $32. My "not necessarily irra | Wennerstrom Semi Equipment Analysis | | 10/24/2011 04:30:30 PM |
| More is at stake than just NVLS. CEO Rick Hill has predicted vertical NAND will | Wennerstrom Semi Equipment Analysis | 2 | 10/24/2011 12:13:39 PM |
| RE: "IMO there is no reason for the SOX to go very far to the upside in the nea | Wennerstrom Semi Equipment Analysis | | 10/23/2011 08:10:56 PM |
| I agree with your comment on PEG. Long term growth forecasts have been and are | Wennerstrom Semi Equipment Analysis | | 10/23/2011 01:00:44 PM |
| I believe XLNX has taped out more of its product at 28 nm than ALTR has. It ha | Wennerstrom Semi Equipment Analysis | | 10/22/2011 12:35:46 AM |
| Certainly, Daane presents a biased opinion. I say "honest" because he doesn't p | Wennerstrom Semi Equipment Analysis | | 10/22/2011 12:30:39 AM |
| John Daane, ALTR CEO, is the best positive spinner of any of the executives I ha | Wennerstrom Semi Equipment Analysis | | 10/21/2011 02:11:10 PM |
| RE: "MSFT... once the largest company in the US"
Clearly, MSFT still has a gr | Wennerstrom Semi Equipment Analysis | | 10/21/2011 12:46:37 PM |
| Flat Tax!!
Another indication of the general contempt politicians have for th | It's Different This Time! | | 10/19/2011 07:38:02 PM |
| It is all about the platform. The old monopolist Wintel platform is being repla | Wennerstrom Semi Equipment Analysis | 3 | 10/18/2011 04:51:14 PM |
| For most of my lifetime, a politician's call to reject evolution would have been | It's Different This Time! | | 10/16/2011 12:15:25 PM |
| RE: "...this time GDP is starting from a lower base than in summer of 2010."
| Wennerstrom Semi Equipment Analysis | | 10/16/2011 11:36:26 AM |
| RE: "...a slowdown in the FPGA manufacturing supply chain for 4Q..."
What doe | Wennerstrom Semi Equipment Analysis | | 10/13/2011 10:04:51 PM |
| I sent Sam Citron the NAF article and he asked if there was anything "notable" i | It's Different This Time! | | 10/13/2011 02:30:49 AM |
| Yes, after reading the article you posted, I will listen to the conference call. | It's Different This Time! | | 10/12/2011 11:10:41 AM |
| Thanks for posting this, Sam!
I have saved this PDF and I am reading this ful | It's Different This Time! | | 10/12/2011 11:08:52 AM |
| NVLS has been touting its technology for vertical NAND chips. It has predicted | It's Different This Time! | | 10/10/2011 12:48:02 PM |
| OK, 2002 corrected a the last of the dot com excesses and 2009 corrected the hou | Wennerstrom Semi Equipment Analysis | 1 | 10/09/2011 09:58:10 PM |
| It might be helpful to state what the market corrected in the 2002 and 2009 fall | Wennerstrom Semi Equipment Analysis | | 10/09/2011 04:54:59 PM |
| Analog, PLDs, dual processors for smart phones and tablets, among others, will g | It's Different This Time! | | 10/07/2011 01:27:42 AM |
| It is interesting that Gartner chooses to forecast 2012, now, since ASML stated | Wennerstrom Semi Equipment Analysis | | 10/01/2011 12:48:40 PM |
| "Excess" usually refers to the levels of inventory, production capacity, consume | Wennerstrom Semi Equipment Analysis | 1 | 09/30/2011 12:09:08 PM |
| RE: "Years ago..."
Things are different. Front end is more capital intensive | Cohu, Inc. (COHU) | | 09/30/2011 10:49:55 AM |
| RE: "Why should ECRI’s recession call be heeded?"
Well, by heeding it, that | Wennerstrom Semi Equipment Analysis | | 09/30/2011 10:40:52 AM |
| RE: "OT "What actions do you think policy makers ought to take to avoid recessio | Wennerstrom Semi Equipment Analysis | | 09/16/2011 01:53:46 PM |
| RE: "reuse of 65nm for 28nm?"
The number of process steps, levels, and critic | It's Different This Time! | | 09/15/2011 12:28:42 AM |
| Note: Spartan 6 is the XLNX mid range family of FPGAs at the 40/45 nm node. ALT | Xilinx (XLNX) | | 09/14/2011 02:16:42 PM |
| I listened to AMAT, ASML, KLAC, NVLS, ALTR, and MXIM presentations at the Citi T | It's Different This Time! | | 09/14/2011 12:48:28 AM |
| Hi Bob,
I think you are mistaken. The job situation has been caused by globa | It's Different This Time! | 1 | 09/06/2011 12:02:41 PM |
| Hi Bob,
Sort of a political post. There are other points of view and I have | It's Different This Time! | 1 | 09/06/2011 11:28:54 AM |
| Die shrinks and wafer size increases have lowered the unit costs of chips or bit | Applied Materials No-Politics Thread (AM | | 09/06/2011 01:24:30 AM |
| RE: "To succeed, they have to time the market, buying shares when the stock pric | It's Different This Time! | | 09/04/2011 01:41:09 AM |
| Yes! I have not heard any of the talking heads, politicians, Republican or Demo | It's Different This Time! | | 09/03/2011 01:16:01 PM |
| You might want to read recent ASML comments on light sources for EUV. That migh | Wennerstrom Semi Equipment Analysis | | 08/26/2011 01:45:41 AM |
| I listened to the earnings conference calls for NVLS, ASML, ALTR, XLNX, LLTC, MX | It's Different This Time! | 1 | 08/15/2011 05:41:17 PM |
Copyright © 1995-2013 Knight Sac Media. All rights reserved.
