| Message | Subject | Recs | Date/Time (ET) |
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GSNX was featured in Investor's Business Daily. The article included quotes fr | Gasonics (GSNX): Anyone out there? | | 03/06/2000 12:25:00 PM |
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GSNX foundry customer Chartered Semi of Singapore is doubling wafer capacity by | Gasonics (GSNX): Anyone out there? | | 01/21/2000 08:08:00 PM |
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Report on 1/27. CC at 8am PST. Call IR for dial in #. EOM
| Ultratech Stepper | | 01/18/2000 12:46:00 PM |
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Duane, The potential for stock price appreciation is certainly there if the ea | Gasonics (GSNX): Anyone out there? | | 12/14/1999 12:38:00 PM |
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Duane--I think next year will be very interesting for Gasonics. They need to g | Gasonics (GSNX): Anyone out there? | | 11/17/1999 11:37:00 AM |
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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 |
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Anatole, Re. CC from my notes. Management said that the new thermal printer p | Printronix(PTNX) | | 10/19/1999 10:47:00 AM |
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Anatole,
I don't have any particularly fresh insights. I think PTNX has bee | Printronix(PTNX) | | 09/14/1999 10:36:00 AM |
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Conference call highlights per my notes:
| Gasonics (GSNX): Anyone out there? | | 07/22/1999 11:34:00 AM |
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April BtB was STRONG. Here's why: March BtB of 1.33 is based on an upwardly r | Formerly About Applied Materials | | 05/20/1999 06:02:00 PM |
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Thread faithful--good news: GaSonics International Strengthens Position in Kor | Gasonics (GSNX): Anyone out there? | | 03/24/1999 04:00:00 PM |
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Jim,
This stock will probably remain dead in the water until small cap value | Printronix(PTNX) | | 03/19/1999 11:30:00 AM |
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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 |
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Ian--Re: SVG's Wall Street Forum presentation in early February...
| Silicon Valley Group | | 03/03/1999 12:23:00 PM |
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Harry, Thanks for the update! It's nice to see that someone is keeping the boa | Printronix(PTNX) | | 02/24/1999 11:41:00 PM |
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VTEX cited in Individual Investor On Line as "ridiculously" cheap:
| VTEX-Vertex Communication--Rare Bargain | | 01/13/1999 11:26:00 AM |
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Anatole and Harry: I bought some more PTNX after the earnings announcement. M | Printronix(PTNX) | | 01/11/1999 07:05:00 PM |
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Anatole--I think PTNX is depressed as a small cap with cyclical exposure. This | Printronix(PTNX) | | 01/04/1999 12:11:00 PM |
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Here's another SemiBizNews article with some SVG tidbits:
| Silicon Valley Group | | 12/10/1998 02:30:00 PM |
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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 |
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Anyone following this stock anymore? It still looks very attractive on a long | Printronix(PTNX) | | 11/20/1998 12:29:00 PM |
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GSNX Development Partnership with UMC of Taiwan, News:
| Gasonics (GSNX): Anyone out there? | | 10/28/1998 11:00:00 AM |
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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 |
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Checkpoint reports $0.20:
| Checkpoint (CKP) - anyone following this | | 10/22/1998 09:50:00 AM |
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Re: Today's move. Also, there was some strength in back end equip orders:
| Teradyne | | 10/20/1998 02:14:00 PM |
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Ramsey: Interesting questions you raise. Will unit volume chip demand outpace | Formerly About Applied Materials | | 09/23/1998 11:15:00 AM |
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Nikon says its stepper business is bottoming out and South Korea is starting to | Silicon Valley Group | | 08/19/1998 10:15:00 AM |
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Andrew--Thanks for your input. <eom>
| Ultratech Stepper | | 08/18/1998 07:29:00 PM |
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Andrew, what bad news do you see coming down the pike? Art said the disk drive | Ultratech Stepper | | 08/13/1998 10:56:00 AM |
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sf--1) Gasonics says it is taking business away from Matrix with Matrix's larg | Gasonics (GSNX): Anyone out there? | | 08/13/1998 10:07:00 AM |
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Edmaz on the Yahoo board calculates the value of SVGI's backlog at $9 per share | Silicon Valley Group | | 08/06/1998 01:32:00 PM |
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I'm guessing that the MIIIx's are part of that elusive "verbal indications of n | Silicon Valley Group | | 08/06/1998 10:35:00 AM |
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Bob, Thanks for the article! Despite the depressed stock price, it doesn't sou | Silicon Valley Group | | 08/05/1998 12:44:00 PM |
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Aliveinsf--Thanks for the info on Matrix. Maybe GSNX will buy Matrix. One of D | Gasonics (GSNX): Anyone out there? | | 07/29/1998 01:59:00 PM |
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I'd say Adams Harkness just doesn't see where UTEK is headed. <eom>
| Ultratech Stepper | | 07/28/1998 02:58:00 PM |
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Justa, Jeff and All--Replay 1-800-633-8284 code 4453646. Call was upbeat. Jus | Ultratech Stepper | | 07/23/1998 02:21:00 PM |
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Chris, Smart trade out at high 10's! My cost basis in the stock is 7 1/8, bou | Gasonics (GSNX): Anyone out there? | | 07/23/1998 02:06:00 PM |
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Earnings were disappointing, and the company forecast another loss for the Sept | Gasonics (GSNX): Anyone out there? | | 07/23/1998 10:09:00 AM |
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SVGI EPS Conf. Call Replay starts at 10 am pst: 800-633-8284 code #4494299. P | Silicon Valley Group | | 07/20/1998 12:30:00 PM |
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Re: CNBC Squawkbox interview w/ Papken. Nothing much was said. The CNBC guys | Silicon Valley Group | | 07/17/1998 11:03:00 AM |
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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 |
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Notes from CNBC call:
| Ultratech Stepper | | 07/16/1998 10:24:00 AM |
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Re: Micrascan III+'s. The quotes in the press release from Dan Hutchinson of | Silicon Valley Group | | 07/13/1998 01:40:00 PM |
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Carl, I have spoken with a reliable source at UTEK who made the following comm | Ultratech Stepper | | 07/09/1998 08:15:00 PM |
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PTNX EPS (fully taxed) .38 vs. .35 estimate and .35 last year. Sales were up 4 | Printronix(PTNX) | | 07/09/1998 08:03:00 PM |
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Canon expects to sell 200 of its new .18 u scanners in its first year with an a | Silicon Valley Group | | 07/08/1998 11:26:00 AM |
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Ron, Were the CNBC comments on PTNX positive or negative? <eom>
| Printronix(PTNX) | | 07/08/1998 10:43:00 AM |
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Conf. Call replay starting at 12 noon EST. 1-703-925-2417, passcode 929323. H | Checkpoint (CKP) - anyone following this | | 07/01/1998 07:48:00 AM |
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Bob, Re: Window of opportunity. Lithography, probably, yes, but SVGI also has | Silicon Valley Group | | 06/30/1998 10:22:00 AM |
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Has any consensus been reached regarding the motivation behind insider selling | NetSpeak (NSPK) | | 06/26/1998 06:41:00 PM |