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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
66637IMHO, the question for a couple of months now is why has Micron not been trendinSam22 hours ago
66636Taking some short term profits in MU here. Still have a boat load of MU, so juseminole12 hours ago
66635Sam any idea what is driving MU today? I wouldn't think INTC or HMCC news ww0z-3 hours ago
66634Just a quick glance at the market action this morning. Right out of the "gDonald Wennerstrom14 hours ago
66633I don't think so. The 3D that Sandisk has been working on for a very long tiSam-5 hours ago
66632SanDisk has been working on 3D Flash memory for years. Even made a few acquisitiWoody_Nickels-5 hours ago
66631pre-market MU and INTC are up >0.5% at 7am ESTGottfried-8 hours ago
66630Micron displays Hybrid Memory Cube at SC14 as HMCC spec is finalized The HMCC 2Sam14 AM
66629Here is another report on Intel and 3D NAND, this one from Tweaktown. Intel AdSam-4 AM
66628I didn't listen to the conference presentation and the only details I know aSam-12 AM
66627Ok, thanks. So, does that announcement mean INTC will "help" produce Elroy-12 AM
66626Intel is still a junior partner with Micron at their Lehi, Utah fab. They buy NASam-12 AM
66625<i>Intel Announces 3D NAND-Flash</i> Hmmm, can you explain this onElroy-12 AM
66624Intel Announces 3D NAND-Flash November 21, 2014 by Gil Russell. Sam1yesterday
66623A couple of later Briefing.com items, relevant to this board: 5:17 pm Wal-Mart Sr K2yesterday
66622This is the update of the Bookings and Billings table going back to 1991. [grapDonald Wennerstrom2yesterday
66621This is a more detailed look at the Bookings and Billings for this year comparedDonald Wennerstrom1yesterday
66620SEMI data October 2014 semi.org SEMI charts are at... screencast.com SEMI chGottfried3yesterday
66619This is the updated Bookings, Billings, and BtB table with the SEMI data just reDonald Wennerstrom1yesterday
66618bpSOX stays 19/30<pre> Nov07 Nov10 Nov11 Nov12 Nov13 Nov14 Nov17 Nov18 NovGottfried3yesterday
666179 new 52 week NDX high(s) <pre> 11/20/2014 Close Volume AMGN 162.68 32Gottfried3yesterday
66616bpNDX stays 64%<pre> Nov07 Nov10 Nov11 Nov12 Nov13 Nov14 Nov17 Nov18 Nov19Gottfried2yesterday
66615From Briefing.com: It was another typical day on Wall Street on Thursday. How dReturn to Sender1yesterday
66614North American Semiconductor Equipment Industry Posts October 2014 Book-to-BilDonald Wennerstrom1yesterday
66613So what is it going to be Woody, up or down today? lol No matter what the data Donald Wennerstrom-yesterday
66612We are almost there, the end of the week, only 1 more day to go. Another strongDonald Wennerstrom2yesterday
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