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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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72949 472 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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ReplyMessage PreviewFromRecsPosted
72949 Micron’s outlook dims, even for bullish analyst July 1, 2016 1:42 p.m. ET Donald Wennerstrom-42 minutes ago
72948 Needham Reiterates a Sell Rating on Micron Jul 1, 2016 Donald Wennerstrom155 minutes ago
72947 Micron down about 10 percent this morning trading at the bottom of the SOXM andDonald Wennerstrom25 hours ago
7294676% Upside Volume on the Nasdaq - 80% Upside Volume on the Nasdaq: online.wsj.cReturn to Sender-6 hours ago
72945From 4:07 pm Micron beats by $0.02, misses on revs ( MU) : ReportsReturn to Sender312 AM
72944Micron transcript of Q3 CC: seekingalpha.comSam1yesterday
72943<i>Sales of trade Non-Volatile products decreased due to a 10 percent decrElroy-yesterday
72942 Here is another MU assessment from Micron beats by $0.02, misses Donald Wennerstrom-yesterday
72941bpSOX still 21/30<pre> Jun17 Jun20 Jun21 Jun22 Jun23 Jun24 Jun27 Jun28 JunGottfried3yesterday
7294010 new 52 week NDX high(s) <pre> 06/30/2016 Close Volume ADP 91.87 294Gottfried3yesterday
72939bpNDX remains 45%<pre> Jun17 Jun20 Jun21 Jun22 Jun23 Jun24 Jun27 Jun28 JunGottfried1yesterday
72938Looks like the bottom will not be in for another quarter, unless MU management ioldbeachlvr1yesterday
72937Yes, I got that. Was reading and posting at the same time as you. DisappointingSam-yesterday
72936Guidance is here: Not very good, still forecasting a lossSam-yesterday
72935Guidance for fourth quarter: Revenue: $2.9 to $3.2 Billion Diluted EPS: ($0.oldbeachlvr1yesterday
72934 The initial reaction to Micron's report is to sell off, now down almost a dSam2yesterday
72933That's an increase of an order of magnitude over past projects. Probably a tSr K-yesterday
72932TSMC’s Production Capacity to Be Fully Loaded in the H2 By Pual Liu Published: Sam1yesterday
72931 NIMBY may dent mega Samsung project Conflict arises over electricity in SamsuSam2yesterday
72930JPMorgan Sees An Inflection In Micron's Q3 Sales Read more: benzinga.comSam1yesterday
7292990% Upside Volume on the NYSE - 85% Upside Volume on the Nasdaq: online.wsj.comReturn to Sender3Wednesday
72928From 4:15 pm : The stock market ended the Wednesday affair on a bReturn to Sender3Wednesday
72927bpSOX still 21/30<pre> Jun16 Jun17 Jun20 Jun21 Jun22 Jun23 Jun24 Jun27 JunGottfried2Wednesday
729263 new 52 week NDX high(s) <pre> 06/29/2016 Close Volume CMCSA 63.94 10Gottfried2Wednesday
72925bpNDX stays 45%<pre> Jun16 Jun17 Jun20 Jun21 Jun22 Jun23 Jun24 Jun27 Jun2Gottfried1Wednesday
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