| Message | Subject | Recs | Date/Time (ET) |
| Today we have ALTR, TXN, NSM, BRCM, IDTI cutting g | Wennerstrom Semi Equipment Analysis | | 12/08/2008 07:23:50 PM |
| Don't forget MTSN, with over $2 in cash, trading at $1. And they used to make m | Wennerstrom Semi Equipment Analysis | 1 | 12/08/2008 07:02:27 PM |
| >>the stocks fell out of favor and went sideways<<
Maybe a bit like telecom e | Wennerstrom Semi Equipment Analysis | 2 | 10/30/2007 12:02:20 PM |
| What do you think of this equation:
Low share price + weak dollar + marketing | Sepracor-Looks very promising | | 10/02/2007 09:01:22 AM |
| If MTSN leaked, so did ACLS, my other greatest loser today. Bought a few hundre | Wennerstrom Semi Equipment Analysis | | 01/31/2007 02:45:58 PM |
| *DJ North Amer Semi Equip Industry Dec Book-to-Bill Ratio Of 1.05
How much | Wennerstrom Semi Equipment Analysis | | 01/18/2007 06:37:17 PM |
| >>The desire to be first to the door to get out when "peak" is yelled in a crowe | Wennerstrom Semi Equipment Analysis | | 07/24/2006 10:08:56 AM |
| TER threw the analysts a curveball by saying "yep, we're in a downturn", though | Wennerstrom Semi Equipment Analysis | | 07/20/2006 11:21:56 AM |
| OT--Yahoo boards: try this, "If you go to investorvillage.com then enter klic to | Kulicke and Soffa | | 07/18/2006 08:56:16 AM |
| Thanks, Gottfried, but I find I'm still following "topics" instead of "threads". | Kulicke and Soffa | | 07/17/2006 02:39:27 PM |
| Gottfried,
now Yahoo has dropped the "Return to Original" option, I'm done wi | Kulicke and Soffa | | 07/17/2006 01:12:18 PM |
| <<Atmel will retain rights to its patented finger print scanning recognition
te | Atmel - the trend is about to change | | 07/17/2006 11:26:48 AM |
| <<we think 2Q was the order peak for some companies, and 3Q will be for most oth | Wennerstrom Semi Equipment Analysis | | 07/17/2006 09:49:45 AM |
| Considering they missed their targets pretty consistently over the past two year | Vitesse Semiconductor | | 04/27/2006 10:39:28 PM |
| OT -- Or Chicken Little turns into Pollyanna: http://finance.yahoo.com/q/bc?s=PP | Wennerstrom Semi Equipment Analysis | | 04/25/2006 12:21:52 PM |
| ADEX is gone--thanks to whoever on this board pointed this stock out to me:
K | Wennerstrom Semi Equipment Analysis | | 02/23/2006 09:20:59 AM |
| TSM says 2006 capex will be slightly backend loaded and nearly all spent on SCE. | Wennerstrom Semi Equipment Analysis | | 01/26/2006 08:26:29 AM |
| Yes, I did. I also understood them to say that they have ordered some machines | Wennerstrom Semi Equipment Analysis | | 01/26/2006 08:11:25 AM |
| TXN capex will remain flat from last year's $1.3 billion, BUT $300 million that | Wennerstrom Semi Equipment Analysis | | 01/24/2006 06:21:20 PM |
| >>I understand your frustration, i will definitely escalate it<<
What a laugh | Wennerstrom Semi Equipment Analysis | | 01/23/2006 03:39:15 PM |
| There are two positives in that article:
"Powerchip recently said it would do | Wennerstrom Semi Equipment Analysis | | 01/18/2006 03:58:11 PM |
| That's right. They just said $5.8 billion for 2005, so $6.9 is up 18%.
We've | Wennerstrom Semi Equipment Analysis | | 01/17/2006 05:54:27 PM |
| INTC said they are increasing capex substantially. They also will do away with | Wennerstrom Semi Equipment Analysis | | 01/17/2006 05:44:47 PM |
| >>what part of a yield curve<<
Not sure which part, but I believe that the "s | Wennerstrom Semi Equipment Analysis | | 12/28/2005 10:16:21 AM |
| CSFB has indeed been consistently bearish which is why this upgrade is surprisin | Wennerstrom Semi Equipment Analysis | | 12/19/2005 01:15:44 PM |
| >>Looks to me like a perfect storm brewing<<
Indeed--CSFB upgrades KLIC to Ou | Wennerstrom Semi Equipment Analysis | | 12/19/2005 09:23:48 AM |
| I don't know about inconsistency. My point is just that Citigroup presents doub | Wennerstrom Semi Equipment Analysis | | 12/16/2005 01:16:31 PM |
| Is there any hard evidence of the "double-ordering"? Or soft? The same firm cu | Wennerstrom Semi Equipment Analysis | | 12/16/2005 12:19:57 PM |
| Excellent earnings and outlook from KLIC this morning, next quarter revenues est | Wennerstrom Semi Equipment Analysis | | 11/17/2005 07:54:45 AM |
| Don, you made that up, didn't you? | Wennerstrom Semi Equipment Analysis | | 11/07/2005 12:41:36 PM |
| I'm not sure there is much management can do. I have never seen a stock manipul | OmniVision Technologies (OVTI) | | 10/27/2005 11:03:21 AM |
| Even if that is true, the exchange will just lower share price, so the shorts wo | OmniVision Technologies (OVTI) | | 10/27/2005 10:42:58 AM |
| >>And force the ftd shorts to pay the div out of pocket<<
What am I missing h | OmniVision Technologies (OVTI) | | 10/27/2005 10:12:33 AM |
| So, if you have no team of lawyers to argue the meaning of "substantially worthl | Wennerstrom Semi Equipment Analysis | | 10/18/2005 07:46:20 PM |
| >>Have you seen the rumor that the Refco debt was uncovered naked shorts?<<
I | Wennerstrom Semi Equipment Analysis | | 10/18/2005 03:03:42 PM |
| That's just one of Cramer's tricks--he takes the standard view, pretends to be t | Wennerstrom Semi Equipment Analysis | | 10/18/2005 02:57:48 PM |
| >>they never really participated in the afternoon slide into the abyss<<
Agai | Wennerstrom Semi Equipment Analysis | | 10/06/2005 09:45:43 PM |
| Bad as today seemed, we are only back to last Thursday:
http://finance.yahoo. | Wennerstrom Semi Equipment Analysis | | 10/05/2005 04:13:12 PM |
| Hi Bob,
Think you do a better job keeping up than I do. Not just there eithe | Wennerstrom Semi Equipment Analysis | | 10/04/2005 11:45:04 AM |
| OT -- oil
"By Erik T. Burns
A DOW JONES NEWSWIRES COLUMN
LISBON (Dow Jone | Applied Materials No-Politics Thread (AM | | 09/28/2005 08:13:48 AM |
| OT--to me, this says it all:
"After Katrina, DOE approved loans of 13 millio | Applied Materials No-Politics Thread (AM | | 09/26/2005 01:40:54 PM |
| Do you think the $2 dividend proposed on YMB would really drive out the naked sh | OmniVision Technologies (OVTI) | | 09/14/2005 06:29:52 PM |
| Thanks, but that date doesn't seem right. Do you have a link?
ADEX is on an | Wennerstrom Semi Equipment Analysis | | 08/19/2005 10:36:55 AM |
| Bob,
shouldn't ADEX be reporting next week? Do you have the date?
TIA | Wennerstrom Semi Equipment Analysis | | 08/19/2005 10:02:29 AM |
| And Forbes has it as American Energy Industries, though oddly they have the name | Applied Materials No-Politics Thread (AM | | 08/18/2005 10:42:29 PM |
| American Energy Industries- | Applied Materials No-Politics Thread (AM | | 08/18/2005 10:09:14 PM |
| They can't, Gottfried, just another case of sloppy journalism. | Applied Materials No-Politics Thread (AM | | 08/18/2005 09:48:36 PM |
| Two reasons to like Fitz:
1) "Orders are headed up and I have to eat a little | Applied Materials No-Politics Thread (AM | | 08/18/2005 09:30:35 PM |
| >>Standard & Poor's Equity Research
upgraded Ame | Applied Materials No-Politics Thread (AM | | 08/18/2005 09:22:19 PM |
| >>OT Will someone please tell me how a rotating wheel is unique? <<
Here is a | Wennerstrom Semi Equipment Analysis | | 08/16/2005 08:09:40 PM |
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