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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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77869 484 0 $SOX
Emcee:  Donald Wennerstrom Type:  Moderated
22 July 2008

This is the first revision to this board since it was founded many years ago. At the time it was founded I was not aware it was going to be done, but James who founded it suggested it was a place to post the tables that I had started posting way back when I joined SI in 1996. I then started posting the tables on this board beginning in October 2000. We all recognize that was a long time ago and a “lot of water is under the bridge” since that time.

I propose to continue this board very much in line with the way it has evolved since it started back in 2000. For all of those posters who have contributed so much in the past, please continue to do so as we go forward, For all those who read messages on this board, please feel free to contribute as you wish. The more information and variety on this board addressing the general “semi area”, the greater its usefulness becomes.

I don’t want to make a bunch of detailed rules about what is posted here. That would be too long and too boring, but I do wish to list the following “general comments” that I think are very important.

1. There will be disagreements between posters (and non-posters) about “material” posted on this board. Arguments and different points of view are encouraged between participants, but they must be done in a respectful manner. No derogatory name calling is allowed. If you don’t want to be “bothered” by someone, put them on “ignore”.

2. No comments or discussion of politics is allowed on this board. I have watched many very good boards “go under” because of “political discussions” over the past 12 years I have been a member of SI. I do not want that to happen to this board. Posters to this board should address the general “semi” area without any political comments or news.

I hope everyone who wants to will continue to support this board in making a difference in upgrading our perceptions and understanding of issues in the “semi” area.

Don Wennerstrom
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7786959% Upside Volume on the NYSE - 52% Upside Volume on the NASDAQ: wsj.com WedneReturn to Sender17 hours ago
77868Market Wrapped Up in Holiday Trade 22-Nov-17 16:15 ET Dow -64.65 at Return to Sender17 hours ago
77867Thanks. My guess is if I paid the extra so I could do my own variables then entKirk ©1yesterday
77866Don, for a long time it seemed SEMIs where out of favor - no matter how well theGottfried-yesterday
77865 Here is the chart of semi Billings going back to 1999. It is easy to see the mDonald Wennerstrom5yesterday
77864bpSOX still 27/30<pre> Nov09 Nov10 Nov13 Nov14 Nov15 Nov16 Nov17 Nov20 NovGottfried2Wednesday
778638 new 52 week NDX high(s) <pre> 11/22/2017 Close Volume AABA 72.6 6721Gottfried2Wednesday
77862bpNDX rose three to 67% [BIDU CERN VOD] <pre> Nov09 Nov10 Nov13 Nov14 NovGottfried2Wednesday
77861That is four months of lower monthly sequential billings. I'll have to lookKirk ©3Wednesday
77860If the hedge funds and PE guys are interested in Toshiba, they could easily be Sam1Wednesday
7785958% Upside Volume on the NYSE - 74% Upside Volume on the NASDAQ: wsj.com Nice Return to Sender-Tuesday
77858Back to Record Territory 21-Nov-17 16:30 ET Dow +160.50 at 23590.83,Return to Sender2Tuesday
77857North American Semiconductor Equipment Industry Posts October 2017 Billings MILDonald Wennerstrom2Tuesday
77856 The first 2 days of the week have been very strong. The table and chart shows Donald Wennerstrom2Tuesday
77855Monday Morning Outlook, from Shaeffers Research The VSam2Tuesday
77854bpSOX still 27/30<pre> Nov08 Nov09 Nov10 Nov13 Nov14 Nov15 Nov16 Nov17 NovGottfried3Tuesday
77853from Shaeffers Research Retail Bulls Hit the Bricks atSam3Tuesday
7785212 new 52 week NDX high(s) <pre> 11/21/2017 Close Volume AABA 72.85 95Gottfried3Tuesday
77851bpNDX stays 64%<pre> Nov08 Nov09 Nov10 Nov13 Nov14 Nov15 Nov16 Nov17 Nov2Gottfried1Tuesday
77850Samsung will take Intel's top spot in semiconductor market Nov. 21, 2017 1:Sam3Tuesday
77849AVGO completed its acquisition of BRCD, causing some changes to the S&P 400 Sr K1Tuesday
77848The rhetoric about Micron is changing, both following attitudes and creating newSam4Tuesday
77847Maybe Micron shareholders will get a dividend soon. When Sandisk initiated a dibigchad1Tuesday
7784654% Upside Volume on the NYSE - 59% Upside Volume on the NASDAQ: wsj.com MondaReturn to Sender2Monday
77845Quiet Start to the Holiday Week 20-Nov-17 16:30 ET Dow +72.09 at 234Return to Sender2Monday
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