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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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66901 448 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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66901Yes that is certainly true You can often pick a starting and ending point to makDonald Wennerstrom-yesterday
66900bpSOX stays 22/30<pre> Dec08 Dec09 Dec10 Dec11 Dec12 Dec15 Dec16 Dec17 DecGottfried1yesterday
6689917 new 52 week NDX high(s) <pre> 12/19/2014 Close Volume ADP 84.71 414Gottfried2yesterday
66898This is the weekly update of the 13 week rolling quarter for the SOXM stocks andDonald Wennerstrom-yesterday
66897bpNDX rose one to 70% [GILD]<pre> Dec08 Dec09 Dec10 Dec11 Dec12 Dec15 Dec1Gottfried1yesterday
66896This is the weekly update of the SOXM stocks and major indices since the first oDonald Wennerstrom-yesterday
66895This the summary look at the SOXM stocks for the week in both table and chart foDonald Wennerstrom-yesterday
66894This is the weekly look at the SOXM stocks in terms of percent change. Monday aDonald Wennerstrom-yesterday
66893True enough for the last 6 months. But looking at a one year chart tells a diffeSam1yesterday
66892Just a little something to look at while compiling the weekly data for posting. Donald Wennerstrom1yesterday
66891This is the update of the Bookings and Billings table going all the way back to Donald Wennerstrom3yesterday
66890This is a more detailed look at the 2014 Bookings and Billings numbers compared Donald Wennerstrom3yesterday
66889This is the updated Bookings, Billings, and BtB tables with the November data juDonald Wennerstrom3yesterday
66888MTSN seems to have picked up some institutional support at the Midtown Cap SummSergio H1yesterday
66887North American Semiconductor Equipment Industry Posts November 2014 Book-to-BillDonald Wennerstrom5yesterday
66886Summit Research Sees 'Tailwinds Galore' For Micron Technology Sam2Thursday
66885bpSOX still 22/30<pre> Dec05 Dec08 Dec09 Dec10 Dec11 Dec12 Dec15 Dec16 DecGottfried1Thursday
668844 new 52 week NDX high(s) <pre> 12/18/2014 Close Volume KRFT 63.38 867Gottfried2Thursday
66883bpNDX stays 69%<pre> Dec05 Dec08 Dec09 Dec10 Dec11 Dec12 Dec15 Dec16 Dec17Gottfried1Thursday
66882From Briefing.com: 4:10 pm : The U.S. equity market continued its Fed-backed ralReturn to Sender2Thursday
66881Citi adds Applied to Focus List, upgrades Lam, downgrades Teradyne • 10:34 AM Sam4Thursday
66880general comment on the semiconductor cycle, excerpted from a Tech Trader Daily pSam1Thursday
66879OT -- a look back to all of the conventional wisdom and clever cliches that failSam2Thursday
66878SNDK had a nice upgrade previously this week. 12/16/14 SUMMIT RESEARCH UPGRADDonald Wennerstrom-Wednesday
66877bpSOX fell one to 22/30 [SNDK]<pre> Dec04 Dec05 Dec08 Dec09 Dec10 Dec11 DeGottfried2Wednesday
668761 new 52 week NDX high(s) <pre> 12/17/2014 Close Volume SPLS 17.29 200Gottfried2Wednesday
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