Technology Stocks: Wennerstrom Semi Equipment Analysis  
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Share This Board Moderated By: Donald Wennerstrom -- (Moderated) -- Started: 10/14/2000 2:42:34 PM  Revision History

$SOX 588.43-0.1%5:16 PM EDTNews
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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64029bpSOX remains 26/30[Text Chart] Gottfried106:35:10 PM
640282 new 52 week NDX high(s) [Text Chart] NO new 52 week NDX low(s)  Gottfried106:32:16 PM
64027bpNDX fell one to 52% [ISRG][Text Chart] Gottfried-06:28:08 PM
64026This is BS. The FCC will be giving Comast/TimeWarner a license to print money ifSam-06:23:29 PM
64025From (The Wennerstrom Innovator Award goes to AAPL) LOL RtS: 4:42PMReturn to Sender106:18:19 PM
640244:22 pm Lam Research beats by $0.10, reports revs in-line; guides Q4 above consDonald Wennerstrom105:15:39 PM
64023QQQ's Get a Big Lift on Apple Results, Split -- Market Talk 4:43 PM ET 4/23/Donald Wennerstrom-04:48:29 PM
64022Apple opened up 8% to $568 after the halt was released. Sam-04:48:25 PM
64021Apple is moving the market. Again. 16:43 EDT - Apple's(AAPL) stock may sSam-04:44:33 PM
64020Texas Instruments beats by $0.03, reports revs in-line; guides Q2 EPS above consDonald Wennerstrom104:41:29 PM
64019 Lam Research Corporation Reports Financial Results for the Quarter Sam104:40:08 PM
64018Apple kills estimates, approves a 7-1 split, increases the buyback by $30b, sellSam-04:36:16 PM
64017Press Release: MKS Instruments Reports Q1 2014 Financial Results 4:30 PM ET 4/23Donald Wennerstrom104:35:28 PM
64016Kirk, Surely you jest? AAPL not an innovator? Many times when we(myself incluDonald Wennerstrom204:18:02 PM
64015OT-- I don't consider Apple as a "primary innovator".... They takeSam102:45:27 PM
64014KLA, Lam Earnings On Tap: All Eyes on Orders, 3-D NAND, Foundry Trends Sam-02:39:05 PM
64013OT OT, but--considering Apple's status in the tech world as a primary innovaKirk ©102:27:00 PM
64012 SanDisk Announces 15 Nanometer Technology, World's Most Advanced NAND FlashDonald Wennerstrom-02:22:15 PM
64011somewhat OT, but--considering Apple's status in the tech world as a primary Sam-11:41:56 AM
64010DRAM chip supply to fall short of demand in 3Q14, say Kingston and Nanya JosephiSam109:28:51 AM
64009Growing Smartphone Demand Momentum Stabilizes 2Q14 Mobile DRAM Contract Price: TSam104/22/2014 11:30 PM
64008Chris Mellor's summary of Sandisk's quarter and CC-- SanDisk surfs cashSam-04/22/2014 10:20 PM
64007Sam, SNDK needs to reach 86 intraday to get another X and exceed the previous coGottfried104/22/2014 07:43 PM
64006Two PnF questions for you, G -- 1. When might Sandisk get elevated back to a buSam-04/22/2014 07:27 PM
64005bpSOX rose three to 26/30 [SUNE NXPI AVGO][Text Chart] Gottfried204/22/2014 07:19 PM
64004From 4:15 pm : Equity indices strung together a daylong rally on Return to Sender104/22/2014 07:16 PM
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