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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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65686bpSOX still 23/30<pre> Sep02 Sep03 Sep04 Sep05 Sep08 Sep09 Sep10 Sep11 SepGottfried25 hours ago
656852 new 52 week NDX high(s) <pre> 09/15/2014 Close Volume CMCSA 57.02 13Gottfried25 hours ago
65684bpNDX fell five to 70% [VRTX TRIP BIIB TSCO NFLX]<pre> Sep02 Sep03 Sep04 SGottfried15 hours ago
65683From Briefing.com: 4:10 pm : The stock market welcomed the new trading week withReturn to Sender18 hours ago
65682Santelli Exchange: 5-Year in control 3 Hours Ago CNBC's Rick Santelli says tFUBHO-yesterday
65681Record S&P 500 Masks 47% of Nasdaq Mired in Bear Market bloomberg.com By LuReturn to Sender1Sunday
65680This is a chart that looks at the SOX and 6 other SOXM stocks since the beginninDonald Wennerstrom1Sunday
65679From Briefing.com: Weekly Recap - Week ending 12-Sep-14Dow -61.49 at 16987.51, NReturn to Sender1Sunday
65678What to Watch for Ahead of the Fed, September Options Expiration Sam2Sunday
65677This is the weekly update of the SOXM and SOX indices along with earnings estimaDonald Wennerstrom2last Saturday
65676This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1last Saturday
65675This is the same SOXM data as the last post, but this time it is sorted by PEG. Donald Wennerstrom1last Saturday
65674This is the weekly look at the SOXM stocks in terms of earnings estimates, growtDonald Wennerstrom2last Saturday
65673This is the weekly look at Friday's closing prices compared to the 12 month Donald Wennerstrom1last Saturday
65672This is the weekly look at the changes in the SOXM 12 month target prices, mean Donald Wennerstrom1last Saturday
65671Here is another valuation model for MU. seekingalpha.comDonald Wennerstrom-last Friday
65670This is the weekly update of the 13 week rolling quarter for the SOXM stocks in Donald Wennerstrom2last Friday
65669bpSOX still 23/30<pre> Aug29 Sep02 Sep03 Sep04 Sep05 Sep08 Sep09 Sep10 SepGottfried2last Friday
656684 new 52 week NDX high(s) <pre> 09/12/2014 Close Volume CMCSA 57.08 11Gottfried3last Friday
65667bpNDX fell two to 75% [ILMN DISCA]<pre> Aug29 Sep02 Sep03 Sep04 Sep05 Sep0Gottfried1last Friday
65666This is the weekly update of the SOXM stocks and major indices since the first oDonald Wennerstrom1last Friday
65665This the weekly look at the SOXM summary stock performances along with the majorDonald Wennerstrom1last Friday
65664This is the weekly look at the SOXM stocks in terms or percent change. Friday&#Donald Wennerstrom2last Friday
65663Here is a snapshot of the SOX, SNDK, and MU performance, YTD. [graphic]Donald Wennerstrom1last Friday
65662 Why the Earnings Streak Will Continue for Micron (MU) - Tale of the Tape 7:38aDonald Wennerstrom2last Friday
65661From Briefing.com: 4:10 pm : The Dow Jones Industrial Average (-0.1%), Nasdaq (Return to Sender2last Thursday
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