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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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75231 476 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
75231Annotated History of the DOW 1896-2016 [graphic]https://www.virtueofselfishinvWoody_Nickels-5 hours ago
75230 Bernstein doesn't know when, but there is risk of NAND over supply some timDonald Wennerstrom-yesterday
75229 This is an additional table this week to further examine the PE situation with Donald Wennerstrom1yesterday
75228 This is the weekly update for the SOXM stocks and major indices since the firstDonald Wennerstrom2yesterday
75227This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom2yesterday
75226 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1yesterday
75225 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom2yesterday
75224 This is the weekly look at the 12 month consensus target prices for the SOXM stDonald Wennerstrom2yesterday
75223 This is the weekly look at the change table for the SOXM stocks in terms of sevDonald Wennerstrom2yesterday
75222The Dow’s tumultuous 120-year history, in one chart Published: Mar 24, 2017 6:3Gottfried4yesterday
75221bpSOX still 27/30<pre> Mar13 Mar14 Mar15 Mar16 Mar17 Mar20 Mar21 Mar22 MarGottfried2last Friday
752208 new 52 week NDX high(s) <pre> 03/24/2017 Close Volume CHKP 103.38 11Gottfried2last Friday
75219bpNDX rose one to 76% ]WDC]<pre> Mar13 Mar14 Mar15 Mar16 Mar17 Mar20 Mar21Gottfried2last Friday
75218 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom3last Friday
75217This is the weekly look at the SOXM stocks and major indices in terms of actual Donald Wennerstrom3last Friday
75216Microsoft, IBM stocks' brief premarket plunges were 'correct' tradesSr K-last Friday
75215Micron +13%; sell-side lifts targets post-earnings Mar. 24, 2017 7:43 AM ET|AbouSam2last Friday
75214And here is Micron's FY17Q2 transcript: seekingalpha.com Well worth readingSam2last Friday
7521353% Upside Volume on the NYSE - 53% Upside Volume on the NASDAQ: online.wsj.comReturn to Sender-last Friday
75212Micron Technology Inc. 2017 Q2 - Results - Earnings Call Slides seekingalpha.comGottfried3last Friday
75211From Briefing.com: 4:07 pm Micron beats by $0.04, reports revs in-line; guides QReturn to Sender3last Friday
75210I haven't read this report in its entirety yet, but sometimes Market RealistSam1last Thursday
75209Tech Trader Daily: Micron Surges 9%: 'There Is Not a Big New Wave of Supply Sam2last Thursday
75208bpSOX stays 27/30<pre> Mar10 Mar13 Mar14 Mar15 Mar16 Mar17 Mar20 Mar21 MarGottfried2last Thursday
752073 new 52 week NDX high(s) <pre> 03/23/2017 Close Volume CHKP 103.4 112Gottfried3last Thursday
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