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| Posts by etchmeister |
| Message | Subject | Recs | Date/Time (ET) |
| Always "cherry picking" what fits best the agenda. “It is embarrassing,” Cefara | Applied Materials No-Politics Thread (AM | 01/13/2012 02:23:26 PM | |
| S and Pee: http://www.brandonsun.com/business/breaking-news/markets-upbeat-posi | Applied Materials No-Politics Thread (AM | 01/13/2012 11:39:14 AM | |
| Intel Corporation (INTC) | 01/11/2012 11:32:25 PM | ||
| I think Intel would like to work with someone like Apple based on "Intel archite | Intel Corporation (INTC) | 01/11/2012 09:32:38 PM | |
| <i>Intel, the world's top chip-maker, currently has two contract foundry custo | Intel Corporation (INTC) | 01/11/2012 01:51:19 PM | |
| NAND versus Logic - it's like Ale versus Lager. They both use identical ingredi | It's Different This Time! | 01/11/2012 10:41:32 AM | |
| UMC monthly sales for December came in a lot better than expected: see comment | Applied Materials No-Politics Thread (AM | 1 | 01/09/2012 09:16:57 PM |
| To: [url=profile.aspx?userid=9094254]niek[/url] who wrote ([url=readmsg.aspx?msg | It's Different This Time! | 01/06/2012 03:41:07 PM | |
| They have to report it in TW - just like they report monthly sales in TW. Ther | It's Different This Time! | 01/06/2012 03:27:36 PM | |
| It sure looks like (AMAT) stock price is nowadays somewhat behind the curve... | Applied Materials No-Politics Thread (AM | 01/06/2012 02:56:29 PM | |
| TSMC kicks-off 2012 with equipment purchase spree 05 January 2012 | By [url | It's Different This Time! | 01/06/2012 02:52:12 PM | |
| TSMC views Intel as indirect competitor 2012/01/02 19:30:28 | Intel Corporation (INTC) | 01/06/2012 02:48:46 PM | |
| Acer asks suppliers to keep production during Lunar New Year holidays, say sourc | Intel Corporation (INTC) | 1 | 01/06/2012 11:35:18 AM |
| <i>.I don't really follow them and they may have been killed prior to Obamacare | Applied Materials No-Politics Thread (AM | 01/06/2012 11:27:48 AM | |
| Semiconductors Won’t Shine Until the Second Quarter: Analyst Januar | Applied Materials No-Politics Thread (AM | 01/05/2012 04:20:18 PM | |
| <i>Great comment on Ultrabooks</i> Nonetheless, tablets by 2015 will have DRA | SanDisk Corporation (SNDK) | 1 | 01/05/2012 10:47:22 AM |
| As Hill pointed out... High-capacity flash supply to run tight in 2012 | Novellus | 12/30/2011 12:48:58 AM | |
| Novellus | 12/29/2011 12:51:51 PM | ||
| <i>one of the key leading edge applications is double patterning </i> NAND fl | Novellus | 12/29/2011 12:48:11 PM | |
| <i>It now appears AMAT price is in synch with bookings perhaps even trailing boo | Applied Materials No-Politics Thread (AM | 12/27/2011 08:52:40 PM | |
| <i>The transaction values Novellus at approximately $44.42 million. The i | Novellus | 12/23/2011 11:52:52 AM | |
| I think your chart clearly shows (what I already "guessed") that AMAT stock pric | Applied Materials No-Politics Thread (AM | 12/23/2011 01:11:13 AM | |
| The myth about "Clean Coal" - for months the "clean" coal coalition tried to bra | It's Different This Time! | 12/22/2011 10:55:46 PM | |
| Hi G when was the last time you updated AMAT stock price versus bookings? If I | Applied Materials No-Politics Thread (AM | 12/22/2011 10:04:09 PM | |
| Panasonic, Sam | SanDisk Corporation (SNDK) | 12/22/2011 02:51:54 PM | |
| Mind boggling..... I contacted (e-mail & phone) my republican congress man: 1. | It's Different This Time! | 12/22/2011 12:01:16 AM | |
| [url=http://semiconwest.org/] [img]http://semiconwest.org/sites/semiconwest.org/ | Novellus | 12/21/2011 03:21:34 PM | |
| Hey Bob Can NVLS shareholder block the buyout in case there is NO other bidder? | Novellus | 12/21/2011 02:53:01 PM | |
| Solid State provided a nice analysis in regards to the merger: http://www.elect | Novellus | 12/21/2011 02:19:21 PM | |
| Novellus | 12/21/2011 02:14:03 PM | ||
| Novellus | 12/21/2011 02:12:21 PM | ||
| Novellus | 12/21/2011 02:10:42 PM | ||
| <i>The investigation concerns whether the Novellus Board of Directors bre | Novellus | 12/21/2011 12:58:12 PM | |
| OT: "riders" attached to the payroll tax cut bill...no wonder they can not accom | It's Different This Time! | 1 | 12/20/2011 07:51:06 PM |
| Sharing 450mm platform development should also be a significant advantage; besid | Novellus | 12/15/2011 07:56:39 PM | |
| "Is there very much overlap as to what AMAT does vs the new combined NVLS & Lam | Novellus | 12/15/2011 02:43:52 PM | |
| It's a very good fit: one of the key leading edge applications is double patter | Novellus | 12/15/2011 12:01:44 PM | |
| Lam to buy Novellus in $3.3B, all-stock deal | Novellus | 12/15/2011 11:52:41 AM | |
| perhaps AMAT would be buying ASML .... hey I want 100 % premium | It's Different This Time! | 12/15/2011 12:01:38 AM | |
| September 8, 2011 4:40 PM EDT Lam Research (Nasdaq: [url=http://www.stree | It's Different This Time! | 12/14/2011 10:45:49 PM | |
| Hill and Newberry are two very knowledgeable "veterans" - IMHO a great team. Ho | It's Different This Time! | 12/14/2011 10:32:19 PM | |
| OT Bob et al make sure to call your congress man/woman and urge to pass the sto | Intel Corporation (INTC) | 12/14/2011 01:39:58 PM | |
| Exclusive: TSMC raises prices on AMD and Nvidia Apple and low yields to b | Intel Corporation (INTC) | 12/14/2011 12:00:50 PM | |
| <i>the talk was that they would eventually embed security into their products.</ | Intel Corporation (INTC) | 12/14/2011 11:38:33 AM | |
| "As an example, there is nothing leading edge about Apple's A5 processor. Howeve | Intel Corporation (INTC) | 12/14/2011 11:32:25 AM | |
| What are the thoughts about Intel integrating software related security into the | Intel Corporation (INTC) | 12/13/2011 09:53:30 PM | |
| A very "cool" presentation; check slide 19: Nokia has several suppliers - howev | It's Different This Time! | 12/13/2011 02:08:33 PM | |
| 300-Milliarden-Fonds(300 billion $US) China plant Mega-Investitionen | Intel Corporation (INTC) | 12/09/2011 10:01:05 AM | |
| The UK and Sweden were/are two countries that still drive on the left side -coin | It's Different This Time! | 12/09/2011 01:08:36 AM | |
| TSMC Expands Investment in Taiwan with New Milestone for Taichung GigaFab | It's Different This Time! | 12/09/2011 12:28:35 AM |
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