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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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68622 453 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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68622We have a very nice report for April. A jump in both Bookings and Billings, butDonald Wennerstrom-4 hours ago
68621SEMI data April 2015 semi.org SEMI charts are at... screencast.com SEMI chartGottfried14 hours ago
68620Lam Research Corporation Announces Participation at Upcoming Conference Sam-yesterday
68619From Briefing.com: Similar to what has played out this week, the major indices Return to Sender2yesterday
68618bpSOX still 23/30<pre> May08 May11 May12 May13 May14 May15 May18 May19 MayGottfried2yesterday
686177 new 52 week NDX high(s) <pre> 05/21/2015 Close Volume ADBE 80.56 276Gottfried3yesterday
68616bpNDX rose two to 63% [BIDU ALXN]<pre> May08 May11 May12 May13 May14 May15Gottfried2yesterday
68615Many thanks, G!The Ox-yesterday
68614you can highs here stockcharts.comGottfried-yesterday
68613I didn't realize they published it before the close! Yes, please keep postiThe Ox-yesterday
68612Briefing.com puts out their list of highs and lows well before the market closesReturn to Sender-yesterday
68611Hmmm.... 7 new 52 week NDX high(s) [Text Chart] The 5 bold stocks above areThe Ox-yesterday
68610From Briefing.com: The stock market traded Wednesday as if it had already checkeReturn to Sender3yesterday
68609Rumor: China Capital Attempting to Buy Taiwan Memory Companies By KorbiSam-Wednesday
68608In the FWIW column-- Micron Climbs to Fifth in Chip Manufacturing Market Sam2Wednesday
68607bpSOX still 23/30<pre> May07 May08 May11 May12 May13 May14 May15 May18 MayGottfried2Wednesday
686067 new 52 week NDX high(s) <pre> 05/20/2015 Close Volume ADI 66.18 7007Gottfried3Wednesday
68605bpNDX remains 61% [MAT dropped, GOOGL added]<pre> May07 May08 May11 May12 Gottfried2Wednesday
68604OT ** housing starts have a long way to go before they reach historic averages. Gottfried2Wednesday
68603RtS, I doubt that a TV would be seen as attractive and profitable as the other AGottfried-Wednesday
68602From Briefing.com: It was a mixed day of trading action on Tuesday with the majoReturn to Sender2Tuesday
68601 [graphic] The S&P 500 (SPX) has performed in 2015 much as it did last yeSam1Tuesday
68600bpSOX stays 23/30<pre> May06 May07 May08 May11 May12 May13 May14 May15 MayGottfried2Tuesday
685993 new 52 week NDX high(s) <pre> 05/19/2015 Close Volume BRCM 47.28 571Gottfried3Tuesday
68598bpNDX still 61%<pre> May06 May07 May08 May11 May12 May13 May14 May15 May18Gottfried3Tuesday
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