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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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73209 471 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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73209 This is just a follow up chart for COHU showing the last 2 years of price actioDonald Wennerstrom14 hours ago
73208 Hi Bob, I was just taking a look today at COHU's earnings and price chart Donald Wennerstrom14 hours ago
73207OT: Dude, we are here. LOL There is lots of data to suggest that smart money hReturn to Sender-yesterday
73206Volume is low because the important players are in the Hamptons or Laguna Beach.stsimon1yesterday
7320565% Upside Volume on the NYSE - 70% Upside Volume on the NASDAQ: 7% New Highs oReturn to Sender1yesterday
73204InvestmentHouse - Hope Springs That The Economy Is Taking Off: investmenthouse.Return to Sender1yesterday
73203Leavitt Brothers Weekly Update for July 24: leavittbrothers.comReturn to Sender1yesterday
73202From Briefing.com: Weekly Recap - Week ending 22-Jul-16The stock market flirted Return to Sender2yesterday
73201OT ** Civil unrest joining weather as common, if ambiguous, explanation for finaGottfried2yesterday
73200I'm traveling and haven't looked that closely yet, but my hunch is the pElroy1Saturday
73199 Nvidia Shows Off Its New Titan X Chip for Gamers Announcement is latest sign Donald Wennerstrom1Saturday
73198 I have been watching SIMO somewhat and noticed that they reported their earningDonald Wennerstrom1Saturday
73197 This is the look at the SOXM stocks and major indices performance since the firDonald Wennerstrom2Saturday
73196 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1Saturday
73195 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1Saturday
73194 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom1Saturday
73193 This is the weekly look at the 12 month target prices for the SOXM stocks compaDonald Wennerstrom1Saturday
73192This is the weekly look at the change table for the SOXM stocks in terms of seveDonald Wennerstrom1Saturday
73191SEMI data June 2016 semi.org SEMI charts are at... screencast.com SEMI chartGottfried4Saturday
73190Granted, I don't follow all of the legalese in the filing, I just read "Sam-last Friday
73189That's not a "poison pill". It's a Section 382 rights agreemenSr K-last Friday
73188MU just filed a poison pill: sec.govSam1last Friday
73187Intel experiments with 3D Xpoint as it ships out SSDs to testers By Agam Shah ISam3last Friday
73186bpSOX stays 25/30<pre> Jul11 Jul12 Jul13 Jul14 Jul15 Jul18 Jul19 Jul20 JulGottfried3last Friday
731858 new 52 week NDX high(s) <pre> 07/22/2016 Close Volume CHTR 243.47 16Gottfried3last Friday
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