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| Posts by Alan Gallaspy |
| Message | Subject | Recs | Date/Time (ET) |
| Wow, another two days like this and we will be back up above my cost basis! I k | Wind River going up, up, up! | 03/02/2005 12:41:50 AM | |
| For the quarter that ends in June, Novellus said investors can expect earnings o | Novellus | 04/15/2002 05:26:59 PM | |
| Steve, Listening to the conference call, Hill is basically saying the near te | Novellus | 04/15/2002 05:05:46 PM | |
| Am listening to Novellus conf call, picked up on something that may be relevant | Mattson Technology | 04/15/2002 04:54:48 PM | |
| Andrew, I noticed that you mentioned "Long both NVLS and AMAT, but short near | Novellus | 03/04/2002 12:56:43 PM | |
| MSDW's semi analyst Steven Pelayo take FWIW. Mattson Technology (MTSN-$5-O-V) | Mattson Technology | 03/01/2002 10:42:04 PM | |
| Mid-quarter update-slightly better outlook than in Jan Novellus boosts Q1 fin | Novellus | 03/01/2002 12:33:02 AM | |
| I noticed the same thing, and I pretty much put up the press release to document | MRVT Miravant Med Tech: Infinity and Bey | 01/15/2002 02:54:24 PM | |
| Miravant's eye treatment disappoints Stock plunges after firm says drug failed | MRVT Miravant Med Tech: Infinity and Bey | 01/14/2002 10:56:55 PM | |
| Here is another political cartoon from Ben Sargent spoofing recent Ashcroft desi | The Donkey's Inn | 11/27/2001 02:53:14 AM | |
| Will, The war with Japan was already won, they had no merchant fleet left. T | Formerly About Applied Materials | 10/23/2001 12:56:28 PM | |
| Andrew, Regarding possible pieces/parts being acquired by other companies, do | Mattson Technology | 10/13/2001 10:48:40 AM | |
| Novellus affirms third-quarter outlook By Deborah Adamson, CBS.MarketWatch.com | Novellus | 08/30/2001 11:15:38 PM | |
| Brian, You may call Cary's behavior egregious, but don't sell him short. He | Formerly About Applied Materials | 08/10/2001 10:42:01 PM | |
| Ouch, there goes a nice order... APA Optics, Inc. Announces Cancellation of O | APA optics...APAT...very interesting..an | 08/10/2001 07:29:14 PM | |
| Kirk, They might want to bring automation in-house, but that would be contrar | Novellus | 07/21/2001 02:53:23 PM | |
| I noticed that this press conference is the same day as earnings. Since NVLS ma | Novellus | 07/03/2001 10:14:18 PM | |
| Regarding Compaq transfering its Alpha chip technology to Intel, do you feel tha | Home on the range where the buffalo roam | 06/25/2001 11:04:56 AM | |
| Here is a bit of hyperbole from the professional investment community, with apol | SDLI - JDSU transition | 06/17/2001 03:57:07 PM | |
| Taiwan earthquake, magnitude 5.7 http://neic.usgs.gov/neis/bulletin/010613131 | Formerly About Applied Materials | 06/13/2001 11:05:43 PM | |
| MSDW's take on ACLS Axcelis (ACLS-$16-SB-V) Reiterates Guidance Jay Deahna/ | Axcelis Technologies, Inc. (ACLS) | 06/13/2001 08:57:15 PM | |
| Even though I put this on the AMAT thread, I thought it might be of interest her | Mattson Technology | 06/07/2001 12:41:16 PM | |
| I like to keep an eye on Axcelis (former Eaton implant division), as AMAT thinks | Formerly About Applied Materials | 06/07/2001 12:37:52 PM | |
| OT-Energy re:<i>I wonder if Haliburton is still sending Cheney his royalty chec | Formerly About Applied Materials | 05/17/2001 08:01:42 PM | |
| What does Dainippon Screen Manufacturing make and who do they compete with? T | Formerly About Applied Materials | 05/07/2001 01:35:39 PM | |
| Ian, With respect to <i>But what ever is the need to drive through Death Vall | Formerly About Applied Materials | 05/05/2001 04:53:23 PM | |
| FWIY, MSDW has $60 price target. Novellus Systems (NVLS-$51-O-V) Earnings Res | Novellus | 04/24/2001 11:09:57 PM | |
| Bob, Are you still with us? I was wondering if you or anyone else lurking ha | Novellus | 04/19/2001 07:13:41 PM | |
| OT Planes landing on water. I heard some place that the flaps of the plane w | Formerly About Applied Materials | 04/05/2001 02:29:45 PM | |
| Michael, Xanax is far too short acting to be useful today. Looks like it is | Formerly About Applied Materials | 04/02/2001 04:21:30 PM | |
| Morgan Stanley thinks PRI has hit bottom. PRI Automation (PRIA-$17-O) F2Q01 N | PRI Automation (PRIA) | 04/02/2001 02:38:47 PM | |
| MEMS Make It Big ANAHEIM, Calif. -- One year ago, Xros made a big splash at t | MEMS - The Next Electronics Revolution? | 03/27/2001 09:09:43 AM | |
| We get a good word from Jay Deahna with MSDW, although I think the $50 within 12 | Novellus | 03/21/2001 06:08:30 PM | |
| Now if only Motorola maintains or increases their cap-ex plans. With MOT's medi | Novellus | 02/23/2001 05:49:17 PM | |
| Mark Fitzerald (B of A) 06 Feb 2001 Chip equipment shakeout likely as slump h | Semiconductor and Semi-Equipment Analyst | 02/06/2001 03:09:50 PM | |
| How about this theory for when we hit the trough? Jonathan Joseph called the to | Semi-Equips - Buy when BLOOD is running | 02/05/2001 03:20:58 PM | |
| Jonathan, I am not familiar with any way an average investor can get into Shi | MEMC INT'L. (WFR -NYSE) The Sleeping G | 01/24/2001 11:34:58 PM | |
| Shin-Etsu Chemical (4063-¥4,450-SB) Differences within the Industry Are Set to W | MEMC INT'L. (WFR -NYSE) The Sleeping G | 01/23/2001 10:46:07 PM | |
| MSDW's outlook for Axcelis, the former Eaton implant division. I am very intere | Formerly About Applied Materials | 01/23/2001 10:33:38 PM | |
| Re: OTOT/California I would also add to the national gifts that California ha | JDS Uniphase (JDSU) | 01/23/2001 03:59:52 PM | |
| Big Taiwan foundry order Mattson Technology to Ship Nine Aspen III Strip Syst | Mattson Technology | 01/22/2001 11:11:29 AM | |
| It is encouraging to see that Gilder views the lockup expiration as a buying opp | ONI Systems Corp. (ONIS) | 01/18/2001 07:47:10 PM | |
| Bob, I don't recall if we have seen this kind of weak performance going into | Novellus | 01/16/2001 04:27:37 PM | |
| Gottfreid, I was going over some post from last month, and on one of them you | Wennerstrom Semi Equipment Analysis | 01/15/2001 03:43:05 PM | |
| Arun, Regarding "there is a lot of activity in the Oil and Natural gas busine | Trimble Navigation | 01/15/2001 04:28:56 AM | |
| Steve, What do I think? I think the best answer is not much. The short answ | Novellus | 01/11/2001 07:41:07 PM | |
| Commentary: The High Cost Of Killing Cable Competition Monday January 08, 2001 - | RCN Corp. (RCNC) - Voice-Video-Internet | 01/09/2001 11:15:44 AM | |
| AMD's Ruiz urges more cooperation to lower fab equipment costs (Check out tow | Formerly About Applied Materials | 01/09/2001 11:10:35 AM | |
| Phillip, I was digging around the AMAT archived posts and found this gem from | Mattson Technology | 01/07/2001 01:40:57 PM | |
| John, An interesting concept to <i>log onto the web as it was back in October | Formerly About Applied Materials | 01/07/2001 01:31:47 PM |
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