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Profile for David Aegis

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Date Joined Feb 7 1997 User Level
Posts 315 Boards Moderated0
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25 Most Recent SubjectsLast PostPosts
Gasonics (GSNX): Anyone out there?03-06-00 12:25 PM 29
Ultratech Stepper01-18-00 12:46 PM 34
Printronix(PTNX)10-19-99 10:47 AM 22
Formerly About Applied Materials05-20-99 06:02 PM 52
Silicon Valley Group03-03-99 01:20 PM 106
VTEX-Vertex Communication--Rare Bargain01-13-99 11:26 AM 3
Checkpoint (CKP) - anyone following this??????10-22-98 09:50 AM 9
Teradyne10-20-98 02:14 PM 5
NetSpeak (NSPK)06-26-98 06:41 PM 1
General Lithography06-03-98 01:04 PM 5
Globecomm Systems (GCOM)04-29-98 11:23 AM 1
Roger's 1998 Short Picks03-30-98 11:17 AM 2
Computer Associates02-12-98 01:39 PM 5
CSC Computer Sciences Corp02-11-98 04:57 PM 1
Lam Research (LRCX, NASDAQ): To the Insiders12-12-97 02:47 PM 18
KLA-Tencor Corporation (KLAC)11-26-97 11:19 AM 14
Roger's 1997 Short Picks09-23-97 11:10 AM 3
GGNS Genus08-22-97 12:10 PM 1
ROBV-Robotic Vision Systems--DANG!!07-22-97 09:37 PM 1
SEMITOOL (SMTL):Is it a hold?07-22-97 09:30 PM 1
Semi-Equips - Buy when BLOOD is running in the streets!02-24-97 01:04 PM 2
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Posts by David Aegis
MessageSubjectRecsDate/Time (ET)
GSNX was featured in Investor's Business Daily. The article included quotes frGasonics (GSNX): Anyone out there? 03/06/2000 12:25:00 PM
GSNX foundry customer Chartered Semi of Singapore is doubling wafer capacity byGasonics (GSNX): Anyone out there? 01/21/2000 08:08:00 PM
Report on 1/27. CC at 8am PST. Call IR for dial in #. EOM Ultratech Stepper 01/18/2000 12:46:00 PM
Duane, The potential for stock price appreciation is certainly there if the eaGasonics (GSNX): Anyone out there? 12/14/1999 12:38:00 PM
Duane--I think next year will be very interesting for Gasonics. They need to gGasonics (GSNX): Anyone out there? 11/17/1999 11:37:00 AM
Good news re. Hyundai JV. Earnings due on 11/3 after the close. Hyundai news:Gasonics (GSNX): Anyone out there? 10/25/1999 11:01:00 AM
Anatole, Re. CC from my notes. Management said that the new thermal printer pPrintronix(PTNX) 10/19/1999 10:47:00 AM
Anatole, I don't have any particularly fresh insights. I think PTNX has beePrintronix(PTNX) 09/14/1999 10:36:00 AM
Conference call highlights per my notes: Gasonics (GSNX): Anyone out there? 07/22/1999 11:34:00 AM
April BtB was STRONG. Here's why: March BtB of 1.33 is based on an upwardly rFormerly About Applied Materials 05/20/1999 06:02:00 PM
Thread faithful--good news: GaSonics International Strengthens Position in KorGasonics (GSNX): Anyone out there? 03/24/1999 04:00:00 PM
Jim, This stock will probably remain dead in the water until small cap valuePrintronix(PTNX) 03/19/1999 11:30:00 AM
Ian--Re. INTC's move to .18u. Let's hope Intel didn't already place all those Silicon Valley Group 03/03/1999 01:20:00 PM
Ian--Re: SVG's Wall Street Forum presentation in early February... Silicon Valley Group 03/03/1999 12:23:00 PM
Harry, Thanks for the update! It's nice to see that someone is keeping the boaPrintronix(PTNX) 02/24/1999 11:41:00 PM
VTEX cited in Individual Investor On Line as "ridiculously" cheap: VTEX-Vertex Communication--Rare Bargain 01/13/1999 11:26:00 AM
Anatole and Harry: I bought some more PTNX after the earnings announcement. MPrintronix(PTNX) 01/11/1999 07:05:00 PM
Anatole--I think PTNX is depressed as a small cap with cyclical exposure. ThisPrintronix(PTNX) 01/04/1999 12:11:00 PM
Here's another SemiBizNews article with some SVG tidbits: Silicon Valley Group 12/10/1998 02:30:00 PM
Chris, Thanks for the post! I look fwd. to your follow-up. EOM VTEX-Vertex Communication--Rare Bargain 12/07/1998 01:48:00 PM
Anyone following this stock anymore? It still looks very attractive on a long Printronix(PTNX) 11/20/1998 12:29:00 PM
GSNX Development Partnership with UMC of Taiwan, News: Gasonics (GSNX): Anyone out there? 10/28/1998 11:00:00 AM
The company told me they plan to report earnings next Tuesday before the open. VTEX-Vertex Communication--Rare Bargain 10/23/1998 10:14:00 AM
Checkpoint reports $0.20: Checkpoint (CKP) - anyone following this 10/22/1998 09:50:00 AM
Re: Today's move. Also, there was some strength in back end equip orders: Teradyne 10/20/1998 02:14:00 PM
Ramsey: Interesting questions you raise. Will unit volume chip demand outpaceFormerly About Applied Materials 09/23/1998 11:15:00 AM
Nikon says its stepper business is bottoming out and South Korea is starting toSilicon Valley Group 08/19/1998 10:15:00 AM
Andrew--Thanks for your input. <eom> Ultratech Stepper 08/18/1998 07:29:00 PM
Andrew, what bad news do you see coming down the pike? Art said the disk driveUltratech Stepper 08/13/1998 10:56:00 AM
sf--1) Gasonics says it is taking business away from Matrix with Matrix's largGasonics (GSNX): Anyone out there? 08/13/1998 10:07:00 AM
Edmaz on the Yahoo board calculates the value of SVGI's backlog at $9 per shareSilicon Valley Group 08/06/1998 01:32:00 PM
I'm guessing that the MIIIx's are part of that elusive "verbal indications of nSilicon Valley Group 08/06/1998 10:35:00 AM
Bob, Thanks for the article! Despite the depressed stock price, it doesn't souSilicon Valley Group 08/05/1998 12:44:00 PM
Aliveinsf--Thanks for the info on Matrix. Maybe GSNX will buy Matrix. One of DGasonics (GSNX): Anyone out there? 07/29/1998 01:59:00 PM
I'd say Adams Harkness just doesn't see where UTEK is headed. <eom> Ultratech Stepper 07/28/1998 02:58:00 PM
Justa, Jeff and All--Replay 1-800-633-8284 code 4453646. Call was upbeat. JusUltratech Stepper 07/23/1998 02:21:00 PM
Chris, Smart trade out at high 10's! My cost basis in the stock is 7 1/8, bouGasonics (GSNX): Anyone out there? 07/23/1998 02:06:00 PM
Earnings were disappointing, and the company forecast another loss for the SeptGasonics (GSNX): Anyone out there? 07/23/1998 10:09:00 AM
SVGI EPS Conf. Call Replay starts at 10 am pst: 800-633-8284 code #4494299. PSilicon Valley Group 07/20/1998 12:30:00 PM
Re: CNBC Squawkbox interview w/ Papken. Nothing much was said. The CNBC guys Silicon Valley Group 07/17/1998 11:03:00 AM
Papken to be on CNBC Squawkbox Friday morning. They didn't list a time, but I'Silicon Valley Group 07/16/1998 11:48:00 PM
Notes from CNBC call: Ultratech Stepper 07/16/1998 10:24:00 AM
Re: Micrascan III+'s. The quotes in the press release from Dan Hutchinson of Silicon Valley Group 07/13/1998 01:40:00 PM
Carl, I have spoken with a reliable source at UTEK who made the following commUltratech Stepper 07/09/1998 08:15:00 PM
PTNX EPS (fully taxed) .38 vs. .35 estimate and .35 last year. Sales were up 4Printronix(PTNX) 07/09/1998 08:03:00 PM
Canon expects to sell 200 of its new .18 u scanners in its first year with an aSilicon Valley Group 07/08/1998 11:26:00 AM
Ron, Were the CNBC comments on PTNX positive or negative? <eom> Printronix(PTNX) 07/08/1998 10:43:00 AM
Conf. Call replay starting at 12 noon EST. 1-703-925-2417, passcode 929323. HCheckpoint (CKP) - anyone following this 07/01/1998 07:48:00 AM
Bob, Re: Window of opportunity. Lithography, probably, yes, but SVGI also has Silicon Valley Group 06/30/1998 10:22:00 AM
Has any consensus been reached regarding the motivation behind insider selling NetSpeak (NSPK) 06/26/1998 06:41:00 PM



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