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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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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
79017Winning Streak Comes To An End 20-Feb-18 16:25 ET Dow -254.63 at 249Return to Sender-an hour ago
79016 This is a report from SEMI on Korean Semiconductor growth semi.org [graphic]Donald Wennerstrom13 hours ago
79015The following is an updated table showing Tip Ranks ratings for the SOXM stocks Donald Wennerstrom1yesterday
79014InvestmentHouse - Gold is Up on Excess Spending (Weekend Newsletter) investmentReturn to Sender2Sunday
79013 This is the weekly update of the 28 stock SOXM index price, earnings estimates,Donald Wennerstrom3last Saturday
79012 This is the weekly update of the YTD SOXM prices, and Current and Next Year earDonald Wennerstrom3last Saturday
79011This is the weekly update of the performance of the SOXM stocks and major indiceDonald Wennerstrom2last Saturday
79010 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom3last Saturday
79009 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom2last Saturday
79008 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom3last Saturday
79007 This is the weekly comparison of the consensus 12 month target prices for the SDonald Wennerstrom3last Saturday
79006This is the weekly look at the change table for the SOXM stocks in terms of seveDonald Wennerstrom3last Saturday
7900554% Upside Volume on the NYSE - 52% Downside Volume on the NASDAQ: wsj.com FriReturn to Sender-last Saturday
79004Flat on Friday 16-Feb-18 16:30 ET Dow +19.01 at 25219.38, NasdReturn to Sender2last Saturday
79003bpSOX rose one to 20/30 [MU]<pre> Feb05 Feb06 Feb07 Feb08 Feb09 Feb12 Feb1Gottfried3last Friday
79002 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom3last Friday
790013 new 52 week NDX high(s) <pre> 02/16/2018 Close Volume CTSH 80.95 46Gottfried2last Friday
79000OT -- I think that this is a metaphore for something, but I'm not sure what Sam2last Friday
78999On Tuesday, it was down to 35% and just three days later it is up to 64%. It hasSam2last Friday
78998bpNDX rose five to 64% [HAS IDXX MU VRTX WDC]<pre> Feb05 Feb06 Feb07 Feb0Gottfried3last Friday
78997 This is the weekly look at the SOXM stocks and major indices in terms of actualDonald Wennerstrom3last Friday
78996I am sorry to say this about a San Diego company who has been good for UCSD andseminole-last Friday
78995Qualcomm Rejects $121 Billion Broadcom Deal; Open to Further Talks Sam1last Friday
7899470% Upside Volume on the NYSE - 74% Upside Volume on the NASDAQ: wsj.com ThursReturn to Sender-last Thursday
789932 new 52 week NDX high(s) <pre> 02/15/2018 Close Volume CSCO 44.08 72Gottfried2last Thursday
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