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Wennerstrom Semi Equipment Analysis
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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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65411Inspur Selects Micron as Leading Memory Provider for Server Portfolio Aug 20, Donald Wennerstrom-6 hours ago
65410Takeover talk pushing chip prices higher-- Analog chipmakers jump on InfineonSam16 hours ago
65409OT -- general market comment/forecast -- pretty bullish (to put it mildly!) CaSam17 hours ago
65408Trendforce 2Q14 mobile DRAM review and ranking as well as a forecast for Q3 and Sam1yesterday
65407 Trendforce review of 2Q14 NAND revenue and market share ranking as well aSam2yesterday
65406From 4:15 pm : The stock market continued its strong start to the Return to Sender1yesterday
65405bpSOX rose one to 20/30 [SNDK]<pre> Aug06 Aug07 Aug08 Aug11 Aug12 Aug13 AGottfried2yesterday
6540411 new 52 week NDX high(s) <pre> 08/19/2014 Close Volume AAPL 100.53 6Gottfried2yesterday
65403bpNDX stays 67% [SNDK added, CA dropped]<pre> Aug06 Aug07 Aug08 Aug11 Aug1Gottfried1yesterday
65402Another strong day, everything is wonderful out there in "market land"Donald Wennerstrom1yesterday
65401Looking good Bob on TER. Hope you own a ton and are taking good profits along thReturn to Sender1yesterday
65400Hi RtS, Ter having a nice run: Bobrobert b furman-yesterday
65399From 4:10 pm : The stock market began the new trading week on an Return to Sender2Monday
65398So, this is fairly bizarre. DRAMeXchange just came out with a report on DRAM (daSam3Monday
65397bpSOX stays 19/30<pre> Aug05 Aug06 Aug07 Aug08 Aug11 Aug12 Aug13 Aug14 AugGottfried2Monday
653969 new 52 week NDX high(s) <pre> 08/18/2014 Close Volume AAPL 99.16 472Gottfried3Monday
65395bpNDX stays 67%<pre> Aug05 Aug06 Aug07 Aug08 Aug11 Aug12 Aug13 Aug14 Aug15Gottfried1Monday
65394The month of June saw a close of 635.93. This is the highest close of the SOX sDonald Wennerstrom2Monday
65392A big up day for many of the stocks in the SOXM. Six of the stocks, AVGO, ALTR,Donald Wennerstrom2Monday
65391DJ Probe Points to Lack of Training in Micron Technology CEO's Fatal Plane CDonald Wennerstrom1Monday
65390 Goldman turns cautious on chip stocks, downgrades INVN/NXPI/MXIM Following a stSam-Monday
65389That was an awesome presentation. Thanks so much for sharing the link. RtSReturn to Sender-Sunday
65388SOX:SPX comments at 19:53 into this video: youtube.comw0z2Sunday
65387Responding to your observations and request. Is the First Call long-term growth Donald Wennerstrom-Sunday
65386That is interesting. But at least so far that (roughly) 600 April top has held aSam1Sunday
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