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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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69476 457 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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69476Worst Wage Growth In History Sparks Bond & Stock Buying Frenzy, Rate Hike ExFUBHO2an hour ago
69475OT-- A review of Edge, Win10's browser, from The Register: hours ago
69474Another excellent piece on Xpoint: This goes into a history (albeSam-yesterday
69473From Markets sank almost half an hour after the open following thReturn to Sender1yesterday
69472bpSOX rose one to 10/30 [NXPI]<pre> Jul17 Jul20 Jul21 Jul22 Jul23 Jul24 JGottfried2yesterday
694714 new 52 week NDX high(s) <pre> 07/30/2015 Close Volume FISV 87.58 199Gottfried3yesterday
69470bpNDX rose one to 57% [WDC]<pre> Jul17 Jul20 Jul21 Jul22 Jul23 Jul24 Jul27Gottfried2yesterday
69469Very good article explaining the technical aspects of XPoint technology. theregoldbeachlvr1yesterday
69468NXP beats EPS estimates; revenue guidance light NXP Semiconductors (NASDAQ: NXPISam1yesterday
69467Qorvo drops 15% on soft guidance; Chinese slowdown blamed Discussing its light FSam1yesterday
69466From Major averages ended Wednesday trade higher by S&P 500 +Return to Sender2yesterday
69465OT -- macro US economy article, from Bloomberg Here's What to Watch for in Sam2yesterday
69464OT-- general market comment (on the Chinese market) China's Great Short SeSam1Wednesday
69463bpSOX stays 9/30<pre> Jul16 Jul17 Jul20 Jul21 Jul22 Jul23 Jul24 Jul27 Jul2Gottfried3Wednesday
694626 new 52 week NDX high(s) <pre> 07/29/2015 Close Volume CTXS 75.27 631Gottfried3Wednesday
69461bpNDX rose two to 56% [CERN GMCR]<pre> Jul16 Jul17 Jul20 Jul21 Jul22 Jul23Gottfried2Wednesday
69460Lam Research beats by $0.03, beats on revs; guides Q1 EPS above consensus, revs Donald Wennerstrom2Wednesday
69459Looks mighty cool. There are more competing approaches to the future of non-voladr_elis-Wednesday
69458more on Xpoint, from Chris Mellor of The Register-- ONE THOUSAND times BETTER tSam2Wednesday
69457So many stocks getting pounded, that's a large list of new lows!! Not what The Ox1Tuesday
69456bpSOX stays 9/30<pre> Jul15 Jul16 Jul17 Jul20 Jul21 Jul22 Jul23 Jul24 Jul2Gottfried3Tuesday
694553 new 52 week NDX high(s) <pre> 07/28/2015 Close Volume AMGN 172.74 85Gottfried3Tuesday
69454bpNDX fell one to 54% [BIDU]<pre> Jul15 Jul16 Jul17 Jul20 Jul21 Jul22 Jul2Gottfried2Tuesday
69453From After more than 5 days of weakness, the US markets have agaiReturn to Sender1Tuesday
69452Earnings: Hynix Down, Cypress Up; TORONTO — The PC slump and a slowiFUBHO1Tuesday
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