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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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7350357% Upside Volume on the NYSE - 51% Upside Volume on the NASDAQ Return to Sender-6 hours ago
73502From 4:21 pm ON Semiconductor confirms FTC clearance of its pendinReturn to Sender26 hours ago
73501OK, we are down to "crunch time" for how the week is going to end. RiDonald Wennerstrom38 hours ago
73500bpSOX still 28/30<pre> Aug12 Aug15 Aug16 Aug17 Aug18 Aug19 Aug22 Aug23 AugGottfried3yesterday
734993 new 52 week NDX high(s) <pre> 08/25/2016 Close Volume CSCO 31.29 229Gottfried3yesterday
73498bpNDX fell three to 75% [NFLX added, ALXN BIIB ESRX INCY dropped]<pre> AugGottfried2yesterday
73497Several stocks have done well since the beginning of this year. As of reportingDonald Wennerstrom1yesterday
73496"the earnings profile does not come close to matching the 2014/15 actuals.&Mao II-yesterday
73495I think we are coming out of a period of negativity for the DRAM producers. MorDonald Wennerstrom1yesterday
73494 AMD also getting good press today. [graphic]Donald Wennerstrom-yesterday
73493 More news on Micron. [graphic]Donald Wennerstrom1yesterday
73492<i>Looking even further out through 2018, the earnings profile does not coSam-yesterday
73491 Micron trading at the top of the SOXM and SOX today. [graphic]Donald Wennerstrom1yesterday
73490 The chart shows the past and future profile of consensus earnings at the momentDonald Wennerstrom2yesterday
73489<i>They are essentially the "Saudi Arabia" of DRAM production.&lElroy-yesterday
73488 Micron closed at 9.56 at the ending of the 2nd week in May. This is the 15th wDonald Wennerstrom2yesterday
73487These two charts help to explain the strength in Micron over the past few monthsSam1yesterday
73486China’s $100 Billion Chip Supremacy Bid Deemed Unrealistic (Bloomberg) — ChinaFUBHO2yesterday
7348576% Downside Volume on the NYSE - 71% Downside Volume on the NASDAQ online.wsj.Return to Sender1yesterday
73484On China Inc and semiconductors-- China’s $100 Billion Chip Supremacy Bid UnreaSam1Wednesday
73483bpSOX stays 28/30<pre> Aug11 Aug12 Aug15 Aug16 Aug17 Aug18 Aug19 Aug22 AugGottfried3Wednesday
734825 new 52 week NDX high(s) <pre> 08/24/2016 Close Volume AVGO 175.3 218Gottfried3Wednesday
73481bpNDX stays 78% [VRTX dropped, INCY added]<pre> Aug11 Aug12 Aug15 Aug16 AGottfried2Wednesday
73480Bloomberg Businessweek had a story on Mylan's Epipen in the Sep 28, 2015 issSr K1Wednesday
73479From 4:10 pm HP beats by $0.03, beats on revs; guides Q4 EPS belowReturn to Sender1Wednesday
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