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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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73959 469 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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73959Donald, and Gottfried, thanks for keeping the BTB data updated which we started Paul V.-4 hours ago
73958 This is the updated SOXM stocks and major indices from the first of the year toDonald Wennerstrom-yesterday
73957 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom-yesterday
73956 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom-yesterday
73955 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom-yesterday
73954 This table compared the SOXM 12 month consensus target price estimates comparedDonald Wennerstrom1yesterday
73953 For the change table this week a rather curious situation. The earnings estimaDonald Wennerstrom1yesterday
73952Leavitt Brothers Weekly Update: RtSReturn to Sender1yesterday
73951 This is the updated table for Bookings and Billings from 1991 to the present. Donald Wennerstrom1yesterday
73950 This is a more detailed look at the Bookings and Billings so far for this year Donald Wennerstrom1yesterday
7394954% Downside Volume on the NYSE - 49% Downside Volume on the NASDAQ: online.wsjReturn to Sender-yesterday
73948InvestmentHouse - Expiration, Earnings, Election (Weekend Newsletter) investmeReturn to Sender1yesterday
73947From Weekly Recap - Week ending 21-Oct-16The stock market meandereReturn to Sender1yesterday
73946 This is the Bookings, Billings, and BtB for the month of September. [graphic]Donald Wennerstrom2Saturday
73945Sam I heard somewhere that this was done in retaliation for the internet shutoffw0z-Saturday
73944 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom1Saturday
73943 This is the weekly look at the SOXM stocks and major indices in terms of percenDonald Wennerstrom2Saturday
73942OT -- re: yesterday's denial of service attacks on Dyn and the Internet TheSam2Saturday
73941SEMI data September 2016 SEMI charts are at... SEMI cGottfried2last Friday
73940bpSOX stays 25/30<pre> Oct10 Oct11 Oct12 Oct13 Oct14 Oct17 Oct18 Oct19 OctGottfried2last Friday
739393 new 52 week NDX high(s) <pre> 10/21/2016 Close Volume FB 132.07 1899Gottfried3last Friday
73938bpNDX stays 65%<pre> Oct10 Oct11 Oct12 Oct13 Oct14 Oct17 Oct18 Oct19 Oct20Gottfried1last Friday
73937OT -- internet related post Who does this kind of thing? And why?! Just to be abSam2last Friday
73936DRAM Pushes Up Chip Forecast Maximilian Teodorescu, EE Times 10/20/2016 05:30 PMSam2last Friday
73935Will There Be Enough Silicon Wafers? Market pressures shrink number of providersSam2last Friday
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