Technology Stocks | Applied Materials No-Politics Thread (AMAT)


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From: Gottfried4/5/2012 2:09:24 PM
   of 25273
 
SIA February ww chip sales

SIA data
sia-online.org 

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

screencast.com 

RSS feed available on the screencast page above








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To: Gottfried who wrote (25096)4/18/2012 12:42:13 PM
From: robert b furman   of 25273
 
Hi G,

I just bought some amat:

screencast.com 

Bob

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To: robert b furman who wrote (25097)4/18/2012 1:54:05 PM
From: Gottfried   of 25273
 
thank you :)
I just bought some amat

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To: robert b furman who wrote (25097)4/22/2012 2:26:16 PM
From: Gottfried1 Recommendation   of 25273
 
SEMI data March 2012

semi.org 

SEMI charts are at...
screencast.com 

SEMI chart from 2001




SEMI chart from 1995




Ratio of SEMI billings to SIA ww chip sales
[to February since March SIA data not available yet]


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To: Gottfried who wrote (25099)4/25/2012 11:36:46 AM
From: robert b furman   of 25273
 
Hi G,

Let's hope today starts a new wave up:

screencast.com 

Bob

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To: robert b furman who wrote (25100)4/26/2012 9:59:26 AM
From: robert b furman   of 25273
 
11 month old ABC zig zag corrective wave over and reversing up with yesterday's confirmation day?

I think so:

screencast.com 

Bob

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To: robert b furman who wrote (25101)4/26/2012 11:06:35 AM
From: The Ox   of 25273
 
The group (Don's) is getting stronger today. Only ATMI, MTSN and COHU are weak. COHU weak on no volume...

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To: The Ox who wrote (25102)4/26/2012 1:01:51 PM
From: robert b furman   of 25273
 
Lost 6 cents last night on earnings report.= Cohu

Announce more orders and trough is is - doing better than I thought.

Bob

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From: Sun Tzu4/27/2012 1:28:04 PM
1 Recommendation   of 25273
 
Almost on topic ;)
It takes $2.52 in new debt to "buy" $1 of economic "growth"


Chart Of The Day: Change In Q1 American Debt And GDP
zerohedge.com 


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To: Sun Tzu who wrote (25104)4/28/2012 9:08:20 PM
From: Arran Yuan   of 25273
 
That's much better than they were in 2004 - 2007. There's really a recovery in this sense.

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