| Message | Subject | Recs | Date/Time (ET) |
| Perhaps ASML feels they can speed up the development of EUV light source and do | Wennerstrom Semi Equipment Analysis | | 10/17/2012 01:38:19 PM |
| Sam,
That Samsung news is a month old, that was when HTC was talkin | Wennerstrom Semi Equipment Analysis | | 11/23/2011 12:04:22 PM |
| http://www.bloomberg.com/news/2011-11-23/htc-cuts-sales-forecast-on-competition- | Wennerstrom Semi Equipment Analysis | | 11/23/2011 11:15:32 AM |
| Sam,
Remember what I said about smartphone sales? [url=http://www.bloomberg.c | Wennerstrom Semi Equipment Analysis | | 11/23/2011 10:52:13 AM |
| Jacob,
I saw this quote earlier and thought it was a good fit for our stocks, | Wennerstrom Semi Equipment Analysis | 1 | 11/11/2011 02:02:32 PM |
| [b]Thursday, November 10, 9:11 AM[/b] Shares of Kulicke & Soffa ([url=http://see | Full Disclosure Trading | | 11/10/2011 02:01:35 PM |
| $14 Trillion economy, 1% is 140 Billion. You tell me if we do QE3 or s | Wennerstrom Semi Equipment Analysis | | 11/07/2011 04:03:45 PM |
| I have a better suggestion.
He ought to start a new dimension.
This one is | Wennerstrom Semi Equipment Analysis | 2 | 10/30/2011 05:51:18 PM |
| About 9 mos ago Hill said we would have a pick up in the 2nd half. He has been c | It's Different This Time! | | 10/28/2011 04:07:33 PM |
| Sam,
You are confusing the issues.
Greece leaving Euro is one thing, unlik | Wennerstrom Semi Equipment Analysis | 2 | 10/24/2011 01:10:02 PM |
| PEGs are just nonsense, COHU 27% growth, ASML 7%, that's ridiculous.
And earn | Wennerstrom Semi Equipment Analysis | | 10/23/2011 12:06:44 PM |
| Sam,
I second that, Zeev and his analysis were some of the most ins | Wennerstrom Semi Equipment Analysis | | 10/05/2011 11:19:14 AM |
| http://seekingalpha.com/currents/search?query=Lakshman+Achuthan
Guy | Wennerstrom Semi Equipment Analysis | 1 | 09/30/2011 11:41:38 PM |
| Jacob,
You are way too pessimistic, please be careful. Shorting Sem | Wennerstrom Semi Equipment Analysis | 1 | 09/28/2011 05:23:10 PM |
| Jacob,
Ben may be reading, please don't give him any ideas.
But | Wennerstrom Semi Equipment Analysis | | 09/16/2011 01:52:10 PM |
| RtS,
I am short KLIC too and this is a very easy trade. With 200 DM | Full Disclosure Trading | 1 | 09/16/2011 10:55:20 AM |
| It's that time of the year. End of the year rally and some early buyer | Wennerstrom Semi Equipment Analysis | 1 | 09/12/2011 10:25:35 AM |
| I am too lazy to do it but I am willing to bet that if you add up all | Wennerstrom Semi Equipment Analysis | 1 | 09/05/2011 05:47:47 PM |
| Also, if I remember correctly, seed capital for CYMI came from all 3 litho vendo | Wennerstrom Semi Equipment Analysis | | 08/26/2011 01:52:29 AM |
| "Politicians cannot and will not simply follow the markets," Merkel said. "The m | Wennerstrom Semi Equipment Analysis | | 08/21/2011 07:35:47 PM |
| What are the chances of QE3?
Inevitable!!!
Hav | Wennerstrom Semi Equipment Analysis | | 08/18/2011 11:56:09 AM |
| It's middle of August, we face 2nd half of August | Wennerstrom Semi Equipment Analysis | 3 | 08/14/2011 02:54:44 AM |
| Pam was off by a mile.
She predicted collapse i | Wennerstrom Semi Equipment Analysis | | 08/06/2011 07:49:41 PM |
| Cary,
DRAM pricing has been declining for a yea | It's Different This Time! | 1 | 08/04/2011 11:57:21 AM |
| [i]...A demand pick up isn't really necessary for | Wennerstrom Semi Equipment Analysis | 1 | 08/02/2011 06:36:35 PM |
| Sam,
Don't let your enthusiasm cloud your visio | Wennerstrom Semi Equipment Analysis | | 08/02/2011 12:39:09 PM |
| <i>
"QCOM Don't follow but they named a stadium | Wennerstrom Semi Equipment Analysis | | 07/16/2011 01:30:54 PM |
| Sam,
NAND is commodity.
SNDK has important I | Wennerstrom Semi Equipment Analysis | | 07/15/2011 11:05:36 PM |
| Lumpy=up and down=cyclical
How can you possibly | It's Different This Time! | | 07/13/2011 02:31:14 PM |
| Cary,
Let me suggest a different approach: Sell | It's Different This Time! | | 07/13/2011 12:23:48 PM |
| Here comes Lam convertible too.
[url]http://finance.yahoo.com/news/Lam-Resear | Wennerstrom Semi Equipment Analysis | | 05/06/2011 09:26:20 AM |
| Mr. Johnson,
Long time.
It is a sweet deal for NVLS there is no doubt abou | Wennerstrom Semi Equipment Analysis | | 05/05/2011 04:59:22 PM |
| Rick Hill is the best CEO in business.
This convertible however, tells you he | Wennerstrom Semi Equipment Analysis | 3 | 05/05/2011 02:29:37 PM |
| I covered my TER short 15.88 and even went long for a bounce.
But TER looks l | Full Disclosure Trading | 2 | 04/28/2011 10:28:49 AM |
| I like TER short here around 18.30 or so. 19 should be resistance, so 19.25 stop | Full Disclosure Trading | | 04/26/2011 01:00:12 PM |
|
"Releasing those with the resources is what is required"
That in my view is | Wennerstrom Semi Equipment Analysis | | 04/13/2011 09:35:38 PM |
| OT
Bob b,
Class warfare is only going to get more intense and it is a reac | Wennerstrom Semi Equipment Analysis | 2 | 04/13/2011 08:31:05 PM |
| Paying 70-80% premium when you could be paying 30- | Wennerstrom Semi Equipment Analysis | | 04/07/2011 08:08:25 AM |
| Desktop + smartphone suits me fine. Point is I do not need 3 form factors, let a | Wennerstrom Semi Equipment Analysis | | 03/30/2011 10:24:35 AM |
| BobG,
That's all most laptops do anyway.
Plus, would you rather have a bro | Wennerstrom Semi Equipment Analysis | | 03/30/2011 10:12:55 AM |
| Hahaha Gittfried,
Funny!!! | Applied Materials No-Politics Thread (AM | | 03/24/2011 12:53:14 PM |
|
If 35% of NAND production comes from Japan, this is going to send prices soari | Wennerstrom Semi Equipment Analysis | | 03/14/2011 04:50:58 PM |
| Heh,
Shin-Etsu has factories all over the place, their silicon wafer producti | Wennerstrom Semi Equipment Analysis | | 03/14/2011 03:38:49 PM |
|
Semi wafers really should not be much of an issue. I don't know that Shin-Etsu | Wennerstrom Semi Equipment Analysis | | 03/14/2011 12:43:49 PM |
|
"Japan's earthquake disrupted production at silicon wafer supplier Shin-Etsu H | Wennerstrom Semi Equipment Analysis | | 03/14/2011 10:10:34 AM |
| SIA's number for 2010 was $300B, I have no idea what they are talking about.
| Wennerstrom Semi Equipment Analysis | | 03/02/2011 06:45:15 PM |
| Does anyone have a sense what is happening with INTC?
With this Sandy Bridge | Wennerstrom Semi Equipment Analysis | | 03/01/2011 01:47:24 PM |
| Jacob,
They were asked to offer bookings guidance for next qtr. They said eve | Wennerstrom Semi Equipment Analysis | | 01/19/2011 02:16:36 PM |
| <i>Revenue from sales of NAND Flash products was up slightly in the first quarte | Wennerstrom Semi Equipment Analysis | | 01/19/2011 02:08:14 PM |
| Sam,
Led lighting and all other led apps, demand is surely going to be there. | Wennerstrom Semi Equipment Analysis | | 01/19/2011 01:16:29 PM |
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