| Message | Subject | Recs | Date/Time (ET) |
| <i>We have a payroll survey for employment that has worked for decades and now a | The New Economy and its Winners | | 03/16/2004 04:58:11 PM |
| <i>As far as household employment I suspect that is just measuring the people wh | The New Economy and its Winners | | 03/16/2004 04:21:08 PM |
| <i>Because of the low volumes of these materials, the lens material suppliers of | Applied Materials No-Politics Thread (AM | | 03/16/2004 02:56:06 PM |
| <i>we'll have to see how this next jobs report is, but my guess is that it will | The New Economy and its Winners | | 03/16/2004 02:11:22 PM |
| <i>The problem is that a portion of the soup needed to make the overall recovery | The New Economy and its Winners | | 03/15/2004 03:02:37 PM |
| <i>don't most international companies hedge currency to avoid impact of currency | SanDisk Corporation (SNDK) | | 03/15/2004 09:40:04 AM |
| I'll vote "yes" on camera phones.
I think the phone will change into the hand | SanDisk Corporation (SNDK) | | 03/14/2004 12:17:01 PM |
| Let's all be very careful that we don't turn the Intel thread into a political f | Intel Corporation (INTC) | | 03/14/2004 12:11:30 PM |
| Exactly why do they call flash memory flash? | SanDisk Corporation (SNDK) | | 03/12/2004 02:01:41 PM |
| Would someone mind taking a few minutes to explain to me the significance of MLC | SanDisk Corporation (SNDK) | | 03/01/2004 11:09:43 AM |
| I've never seen any value in technical analysis. Nonetheless, I am now a SNDK s | SanDisk Corporation (SNDK) | | 02/27/2004 03:16:35 PM |
| I think the 05 estimates carry with them an assumption that the tight supply wil | SanDisk Corporation (SNDK) | | 02/27/2004 01:05:16 PM |
| <i>The avian virus is just one flight away</i>
This is certainly true. On th | SARS - what next? | | 02/24/2004 11:08:18 AM |
| Michael,
The acceleration is big enough (50% write off in the first year) tha | Applied Materials No-Politics Thread (AM | | 02/20/2004 04:22:51 PM |
| The accelerated depreciation has to be on equipment put in place before Jan. 1, | Applied Materials No-Politics Thread (AM | | 02/20/2004 03:10:40 PM |
| <i>But don't you think expensing options would cut down on the number of shares | Applied Materials No-Politics Thread (AM | | 02/20/2004 12:15:43 PM |
| Personally, I wouldn't pay too much attention to Fitz. There's always one analy | Applied Materials No-Politics Thread (AM | | 02/19/2004 10:22:56 AM |
| A nice rise in the GlobalSantaFe Score index released yesterday.
January was | Global Santa Fe (GSF) (formerly Global M | | 02/18/2004 03:25:14 PM |
| What's the connection to Martek? | Martek Biosciences---- future biotech ca | | 02/18/2004 11:27:59 AM |
| <i>but there is a larger problem with both stocks INTC and AMD, and that is the | Intel Corporation (INTC) | | 02/17/2004 03:00:18 PM |
| <i>Second, TI has a competing solution, it's DSP (digital signal processing) chi | Intel Corporation (INTC) | | 02/17/2004 12:11:23 PM |
| <i>Sham is the most accurate word.</i>
Or shame. | Applied Materials No-Politics Thread (AM | | 02/13/2004 12:30:51 PM |
| <i>Makes as much sense "Incuded (sic) with Optional"!
Has anyone here found o | SanDisk Corporation (SNDK) | | 02/13/2004 12:07:35 PM |
| <i>Pierre Lassonde said a few days ago that the warehouses will be empty of copp | Copper - analysis | | 02/11/2004 03:08:26 PM |
| Stephen,
Have you seen any news that would account for today's move in copper | Copper - analysis | | 02/11/2004 12:56:58 PM |
| <i>OPEC is manipulating the oil price like DeBeers manipulates diamond
prices b | Applied Materials No-Politics Thread (AM | | 02/11/2004 09:45:16 AM |
| <i>Note that the example from the article is 13 years old. The BLS had made some | Intel Corporation (INTC) | | 02/11/2004 09:37:25 AM |
| <i>I don't think that's accurate at all.</i>
On the contrary, it is very accu | Intel Corporation (INTC) | | 02/10/2004 03:02:58 PM |
| <i>I think items #1 thru #5 are what's hugely impacting our job numbers: Confide | Intel Corporation (INTC) | | 02/10/2004 12:49:25 PM |
| <i>The US really needs to make significant
deals with non-OPEC countries that p | Applied Materials No-Politics Thread (AM | | 02/10/2004 12:39:26 PM |
| <i>But not much interest really as to the valuation. Nothing at all in the area | SanDisk Corporation (SNDK) | | 02/09/2004 03:52:12 PM |
| <i>The main thing for now Sandisk's ability to remain one of the low cost produc | SanDisk Corporation (SNDK) | | 02/06/2004 11:19:13 AM |
| Anyone following OSB and plywood prices?
http://www.randomlengths.com/base.as | Commodities - The Coming Bull Market | | 02/06/2004 09:28:25 AM |
| <i>The main obstacle to a large global boom is the price of
oil...once that com | Applied Materials No-Politics Thread (AM | | 02/04/2004 09:45:59 AM |
| <i>At the "end of the day", when we are smiling and patting ourselves on the bac | Applied Materials No-Politics Thread (AM | | 02/03/2004 01:50:01 PM |
| <i>"There will still be cycles, but not the huge gaps we have seen in the past," | Ring the Bell - When to sell semiconduct | | 01/27/2004 03:00:32 PM |
| No, this was not specifically tailored to any particular industry, but related t | Ring the Bell - When to sell semiconduct | | 01/26/2004 03:38:38 PM |
| Hi everyone.
I just read an interesting analysis of the recent burst of capit | Ring the Bell - When to sell semiconduct | | 01/26/2004 02:43:16 PM |
| <i>Have we all now adopted the model that stocks are NOT investments. But just a | Ring the Bell - When to sell semiconduct | | 01/26/2004 09:45:58 AM |
| I think any post "ringing the bell" should include the projected decline. An ex | Ring the Bell - When to sell semiconduct | | 01/23/2004 02:04:11 PM |
| If they can't make vaccine for the bird flu from eggs, are there other alternati | SARS and Avian Flu | | 01/23/2004 01:52:59 PM |
| Nice move today. I'd be buying more if I didn't have a good position already. | Global Santa Fe (GSF) (formerly Global M | | 01/23/2004 01:50:07 PM |
| Well, far be it for me to disrupt any long-standing traditions. I shall swallow | Applied Materials No-Politics Thread (AM | | 01/22/2004 11:46:12 AM |
| <i>So this is the beginning? Of the multiyear trend? Pile on.</i>
In my opini | Applied Materials No-Politics Thread (AM | | 01/22/2004 11:32:12 AM |
| <i>The inverse of that is that I don't want to be standing around wondering how | Applied Materials No-Politics Thread (AM | | 01/21/2004 03:00:24 PM |
| <i>I know that when I first started at Oracle, over 10 years ago and during the | Intel Corporation (INTC) | | 01/21/2004 02:11:34 PM |
| <i>I do think the easy and safe money has been made.</i>
That's easy to say i | Applied Materials No-Politics Thread (AM | | 01/21/2004 01:49:14 PM |
| Bear Stearns cut their rating on Maxtor to underperform. They also have underpe | Disk Drive Sector Discussion Forum | | 01/21/2004 10:24:35 AM |
| <i>All the 100 people who had contact with the second suspected patient -- inclu | SARS and Avian Flu | | 01/16/2004 12:48:55 PM |
| <i>On another note, there's a little buzz around Intel's TV screen (forgot what | Intel Corporation (INTC) | | 01/16/2004 12:12:54 PM |
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