| Message | Subject | Recs | Date/Time (ET) |
|
You may be right that KLIC's aggressive proxy solicitation will result in a buy | Kulicke and Soffa | | 01/27/1999 10:11:00 AM |
|
What am I missing here?
| Kulicke and Soffa | | 01/26/1999 09:17:00 PM |
|
Merrill Lynch estimates bookings were $125 million in Q4 not including a big or | Novellus | | 01/19/1999 09:14:00 PM |
|
Novellus, KLA-Tencor, and Silicon Valley Group all report before the open on Tu | Novellus | | 01/16/1999 03:20:00 AM |
|
CMOS conference call replay:
| Credence (CMOS): Anyone out there | | 12/10/1998 02:33:00 PM |
|
During conf. call it was indicated Asyst would probably buy back additional sha | Asyst Technologies (ASYT) Good Value/Whe | | 10/22/1998 01:05:00 AM |
|
The market will see the layoff as good news. AMAT goes to 35-37 this week, then | Formerly About Applied Materials | | 08/26/1998 01:56:00 AM |
|
Guidance going forward was .02 to .05 but this number does NOT include addition | Formerly About Applied Materials | | 08/11/1998 10:07:00 PM |
|
NVLS partnership w/ IPEC is interesting given Rick Hill serves on SFAM board.
| Novellus | | 07/16/1998 02:07:00 AM |
|
I have also been simultaneously short and long in the semi equip sector, althou | Asyst Technologies (ASYT) Good Value/Whe | | 05/24/1998 07:38:00 PM |
|
Most impressive conference call I've heard among semi equips this year. One ana | Asyst Technologies (ASYT) Good Value/Whe | | 05/21/1998 01:52:00 AM |
|
The replay number for the conference call is:
| Mattson Technology | | 04/23/1998 11:09:00 PM |
|
Lam conf call: pushouts and cancellations across the board -- North America, Ta | Formerly About Applied Materials | | 04/16/1998 10:15:00 PM |
|
According to Zack's, Asyst's earnings won't be announced until May 20. 42 cents | Asyst Technologies (ASYT) Good Value/Whe | | 03/28/1998 03:53:00 PM |
|
Just ran across Eric Dubin's buy recommendation on Asyst from Feb. 4 at the Mic | Asyst Technologies (ASYT) Good Value/Whe | | 03/22/1998 06:41:00 PM |
|
Asyst is also the largest holding in my portfolio. I own shares all over the pl | Asyst Technologies (ASYT) Good Value/Whe | | 03/20/1998 08:37:00 PM |
|
Headline: Applied (NASDAQ:AMAT) sees $0.35-$0.38 EPS in Q2
| Formerly About Applied Materials | | 02/10/1998 08:28:00 PM |
|
Lam conf call # 800-642-1687, ID# 817147. Unfortunately, the number wasn't wor | Lam Research (LRCX, NASDAQ): To the Insi | | 01/22/1998 12:57:00 AM |
|
PRIA reports earnings tomorrow, January 22nd, after the market. We should also | PRI Automation (PRIA) | | 01/22/1998 12:45:00 AM |
|
From Novellus news release:
| Formerly About Applied Materials | | 01/19/1998 11:46:00 AM |
|
Brokerages -- I like E-Trade. I placed a limit order for Asyst a couple days a | Formerly About Applied Materials | | 01/17/1998 03:53:00 PM |
|
<CNBC just reported Needham lowered rating on stock from Strong Buy to Buy>
| Asyst Technologies (ASYT) Good Value/Whe | | 12/13/1997 02:33:00 AM |
|
Yesterday, IGT affirmed analyst estimates for the current quarter.
| ANCHOR GAMING (SLOT): Will it bounce? | | 12/05/1997 11:01:00 PM |
|
According to First Call, six analysts have revised TER's earnings upwards in th | Teradyne | | 11/15/1997 06:24:00 PM |
|
MGM Grand, Inc. Conference Call
| MGM Grand Hotel and Casino Symbol MGG | | 07/21/1997 11:54:00 PM |
|
Without inside info, no way to predict earnings here. Near term price action wi | Daw Technologies DAWK | | 04/17/1997 10:28:00 AM |
|
ASYT released latest 10Q today. I've attached mgmt's discussion.
| Asyst Technologies (ASYT) Good Value/Whe | | 02/10/1997 09:57:00 PM |
|
Insightful comment, Terry.
| Semi-Equips - Buy when BLOOD is running | | 02/05/1997 10:19:00 PM |
|
Gary,
After all that's transpired, would you be a buyer of GND here at 11 1/ | Grand Casinos-GND | | 02/01/1997 05:36:00 PM |
|
Actually what Lam said in their 1Q conf. call last fall was breakeven was in th | Lam Research (LRCX, NASDAQ): To the Insi | | 02/01/1997 05:03:00 PM |
|
Michael,
Was there any mention of the effect reduced royalty payments from J | Lam Research (LRCX, NASDAQ): To the Insi | | 01/21/1997 09:24:00 PM |
|
Lam will be reporting 2Q earnings on Jan. 21, pre-market. To listen to a recor | Lam Research (LRCX, NASDAQ): To the Insi | | 01/14/1997 10:21:00 PM |
|
I think Station is a heckuva a buy at 9 1/4 and I bought lots more shares (by m | Station Casinos | | 01/11/1997 07:18:00 PM |
|
Anybody buying LEAP puts on Micron? Which ones look the best here?
| Micron Only Forum | | 01/03/1997 09:58:00 PM |
|
UBS reduced FY97 estimates to .39. Lam's most recent 10Q warned there was no as | Lam Research (LRCX, NASDAQ): To the Insi | | 12/18/1996 10:25:00 PM |
|
Speaking of analyst reports, Grand has posted recent reports by Dain Bosworth, | Grand Casinos-GND | | 12/17/1996 09:59:00 PM |
|
Headline: Moody's affirms Stratosphere (NASDAQ:TOWV) Caa rating
| TOWV Stratosphere | | 12/16/1996 03:47:00 PM |
|
Bill, thanks for taking the time to jot down some comments about your visit to | Brooks Automation | | 12/13/1996 11:01:00 PM |
|
The good news in Roger Emerick's presentation is Lam apparently has received so | Lam Research (LRCX, NASDAQ): To the Insi | | 12/12/1996 08:28:00 PM |
|
Howard, one of the analysts covering Lam speculated about a Lam-NVLS merger is | Lam Research (LRCX, NASDAQ): To the Insi | | 12/10/1996 09:44:00 PM |
|
Next quarter will be weak for BRKS and the stock will probably trade back down. | Brooks Automation | | 12/10/1996 09:31:00 PM |
|
Lam's an excellent holding long-term but the next couple of quarters are going | Lam Research (LRCX, NASDAQ): To the Insi | | 12/05/1996 10:36:00 PM |
|
From Reuters:
| Formerly About Applied Materials | | 11/21/1996 10:46:00 PM |
|
A San Diego Union Tribune article on 10/22/96 contained the following two parag | Tylan General (TYGN) | | 10/22/1996 08:42:00 PM |
|
I was pleased to see recent insider buying of STN. On Aug. 22 and 23, STN dire | Station Casinos | | 09/27/1996 09:12:00 PM |
|
Martin,
I also like their expansion plans although Wall St. is skeptical. I | Station Casinos | | 09/20/1996 10:33:00 PM |
|
Dow Jones Investor Network has an excellent interview with Station CEO Frank Fe | Station Casinos | | 09/14/1996 11:33:00 PM |
|
I'm holding on to my shares as well, at least for the time being, although Mr. | Tylan General (TYGN) | | 09/14/1996 11:09:00 PM |
|
I agree, Shankar. This week's earnings reports from PRIA, BRKS, and ASYT certai | Brooks Automation | | 07/25/1996 10:35:00 PM |
|
My only concern about PRIA has been insider sales. Insiders sold 65,000 shares | PRI Automation up 30% | | 07/24/1996 09:51:00 PM |
