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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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74671China Inc is having problems getting deals done these days. Chinese tech giant&Sam-8 hours ago
74670InvestmentHouse - Market Waiting on the Inauguration? (Weekend Newsletter) invReturn to Sender1yesterday
74669The person that wrote that is completely clueless. Intel is already starting upFUBHO1yesterday
74668Intel Replacing Silicon after 14nm Node <<In August of 2014, Intel rolledWoody_Nickels1yesterday
74667Hot damn, don't ya love being the arms dealer to two warring nations? In 201Kirk ©3yesterday
74666China’s Global Semiconductor Raid Beijing accelerates its predatory approach toFUBHO3yesterday
74665I would suggest drones are another relatively short term application for hardwarDonald Wennerstrom-Saturday
74664This is the weekly update of the SOXM stocks and major indices from the first ofDonald Wennerstrom3Saturday
74663 This is an update of the table from 7/4/14 to Friday's closing prices. MovDonald Wennerstrom4Saturday
74662 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom2Saturday
74661 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1Saturday
74660 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom2Saturday
74659 This is the weekly look at the 12 month consensus target prices for the SOXM stDonald Wennerstrom1Saturday
74658 This is the weekly look at the change table for the SOXM stocks in terms of sevDonald Wennerstrom1Saturday
74657OT -- I have started a new subject on driverless vehicles, here: Subject 59805 Sam2Saturday
74656From Weekly Recap - Week ending 13-Jan-17The S&P 500 took a brReturn to Sender3Saturday
74655I'd like to see that recast to have a 70% range for the left axis, stretchinSr K-last Friday
74654 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom3last Friday
74653 This is the weekly look at the SOXM stocks and major indices in terms of both aDonald Wennerstrom3last Friday
74652We have some stability there with the SOX. Let's hope that it lasts for awhDonald Wennerstrom-last Friday
74651SOX components are unchanged since 12/07/16 12/07/2016Gottfried2last Friday
74650bpSOX stays 23/30 Dec30 Jan03 Jan04 Jan05 Jan06 Jan09 Jan10 Jan11 Jan1Gottfried2last Friday
7464912 new 52 week NDX high(s) <pre> 01/13/2017 Close Volume ADP 103.77 16Gottfried3last Friday
74648bpNDX still 80% Dec30 Jan03 Jan04 Jan05 Jan06 Jan09 Jan10 Jan11 Jan12 Gottfried1last Friday
74647TSMC expects up to 10% revenue drop in 1Q17, cautious about 2Q Josephine Lien, FUBHO2last Friday
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