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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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77097 479 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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77097AutoZone (AZO 535.19, -28.21) plunged 5.0% … … but it was up pre-market, and +Sr K-an hour ago
77096 51% Upside Volume on the NYSE - 56% Upside Volume on the NASDAQ: wsj.com 5.3%Return to Sender12 hours ago
77095Wall Street Ticks Up Ahead of FOMC Policy Statement 19-Sep-17 16:30 ET Dow +39Return to Sender12 hours ago
77094bpSOX remains 26/30<pre> Sep 06 Sep07 Sep08 Sep11 Sep12 Sep13 Sep14 Sep15 Gottfried33 hours ago
770939 new 52 week NDX high(s) <pre> 09/19/2017 Close Volume AABA 67.43 447Gottfried33 hours ago
77092bpNDX stays 64% Sep 06 Sep07 Sep08 Sep11 Sep12 Sep 13 Sep14 Sep15 Sep1Gottfried13 hours ago
77091 This is the update of the table and chart for the first 2 days of this week. [Donald Wennerstrom35 hours ago
77090ASML: Big Boost from DRAM, Says Susquehanna, Credit Suisse Disagrees barrons.coFUBHO26 hours ago
77089TSMC Partners Up With ARM & Cadence For 7nm Data Center Chips; Expects 70% SFUBHO16 hours ago
77088What The Biggest Bear Exodus in 7 Years Means for Stocks Sam39 hours ago
77087 The DXI continues on to make new highs. [graphic]Donald Wennerstrom312 PM
77086High profits in the semiconductor segment this year. businesskorea.co.kr SEOULDonald Wennerstrom111 AM
77085 Micron gets a price target increase today. [graphic]Donald Wennerstrom211 AM
77084 Fast Money Traders Share Their Picks In The Chip Space 10:38 am ET September 19Donald Wennerstrom-11 AM
77083Good morning. Happy Tuesday. The Asian/Pacific markets closed mostly down. JapReturn to Sender18 AM
77082Chip supplier shares rally SPIRALING UPWARD:The TAIEX hit a 27-year high yestSam21 AM
7708160% Upside Volume on the NYSE - 59% Upside Volume on the NASDAQ: 5.4% New HighsReturn to Sender2yesterday
77080bpSOX rose one to 26/30 [SWKS]<pre> Sep05 Sep 06 Sep07 Sep08 Sep11 Sep12 SGottfried3yesterday
77079We might be seeing a double top formation in the short term for the NASDAQ. [gReturn to Sender3yesterday
7707815 new 52 week NDX high(s) <pre> 09/18/2017 Close Volume AABA 67.11 53Gottfried3yesterday
77077bpNDX rose one to 64% [SWKS]<pre> Sep 05 Sep 06 Sep07 Sep08 Sep11 Sep12 SGottfried2yesterday
77076 Another Day, Another Record High 18-Sep-17 16:30 ET Dow +63.01 at Return to Sender3yesterday
770759 Ways to Play the Semiconductor Rally -- Barrons.com September 18, 2017 03:56 PSam3yesterday
77074 Normally this is too early in the week to show the table and chart for this comDonald Wennerstrom2yesterday
77073ASML: Big Boost from DRAM, Says Susquehanna, Credit Suisse Disagrees ASML&Sam2yesterday
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