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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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75493Post option expiration. Last Friday's close (option expiration)sold a lot orobert b furman-12 minutes ago
75492It was unbelievable to me as well. MU was the only stock in the SOX and SOXM thDonald Wennerstrom-an hour ago
75491Hynix reports record revenues and earnings. Better sell Micron. [TSam-3 hours ago
75490bpSOX rose one to 27/30 [IDCC]<pre> Apr10 Apr11 Apr12 Apr13 Apr17 Apr18 APGottfried24 hours ago
7548929 new 52 week NDX high(s) <pre> 04/24/2017 Close Volume ADBE 132.89 1Gottfried14 hours ago
75488bpNDX rose one to 75% [BMRN]<pre> Apr10 Apr11 Apr12 Apr13 Apr17 Apr18 Apr1Gottfried14 hours ago
75487From 4:19 pm Closing Market Summary: French Vote Pushes Equities HReturn to Sender25 hours ago
75486That was an interesting article on SMH. The index is shown on a daily and weeklDonald Wennerstrom26 hours ago
75485 Times Are Good for Chip Equipment Makers, but Some Risks Exist Apr 21, 2017 | Donald Wennerstrom-8 hours ago
75484 I think I got my answer. Micron Traders Not Impressed With Microsoft PartnershDonald Wennerstrom18 hours ago
75483Message 31080449 da_cheif™ 2 RecommendationsRead Replies (1) of 110018 a decw0z-1 PM
75482While msft hit an all time new high! Bobrobert b furman112 PM
75481 It would seem that Micron would be up today after the announcement of collaboraDonald Wennerstrom212 PM
75480Micron and Microsoft Announce Collaboration to Help Improve Internet of Things Sam28 AM
75479Interesting piece on Apple becoming more vertically integrated. If they don'Sam2yesterday
75478Chart of the week: Chip Stock Calls Peak as SMH Extends Explosive Rally By BerniGottfried3yesterday
7547767% Downside Volume on the NYSE - 54% Downside Volume on the NASDAQ: online.wsjReturn to Sender-yesterday
75476I would click the "Give Feedback" button that shows on the bottom of tKirk ©-yesterday
75475InvestmentHouse - French Election Has the Status Quo Worried (Weekend NewsletterReturn to Sender1yesterday
75474From <i>I can no longer get anything but inPlay from Yahoo aReturn to Sender-yesterday
75473From <i>I can no longer get anything but inPlay from Yahoo aReturn to Sender1yesterday
75472Probably a combination of the lawsuits and the realization that their bluffing wbigchad-Saturday
75471 Here is a rather lengthy article on Moore's law, but quite interesting. A Donald Wennerstrom1Saturday
75470Got that right. There are reasons why so many semi companies have gone out of buSam-Saturday
75469 A lot of smoke about China going to be "the big kahuna" in the semi wDonald Wennerstrom2Saturday
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