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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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68029 451 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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ReplyMessage PreviewFromRecsPosted
68029From Briefing.com: The major indices overcame larger losses in the early going tReturn to Sender1an hour ago
68028Don, baffling. Here's a similar free chart group stockcharts.com|C|0 other Gottfried-3 hours ago
68027This is the standing for the 4 days of this week after adding in today's actDonald Wennerstrom14 hours ago
68026Excellent call zax! Thanks.niceguy767-4 hours ago
68025I tried but all I get is this back. Message 30001560Donald Wennerstrom-4 hours ago
68024bpSOX fell three to 22/30 [SNDK NXPI AVGO]<pre> May13 May16 Mar17 Mar18 MaGottfried25 hours ago
68023NO new 52 week NDX high(s) <pre> 03/26/2015 </pre> 3 new 52 weekGottfried35 hours ago
68022bpNDX fell five to 68% [SNDK NXPI AVGO ALXN ADP]<pre> Mar13 Mar16 Mar17 MaGottfried25 hours ago
68021Chip Implosion: After Rising Stock Multiples, Analysts See a Reckoning By TiernaSam27 hours ago
68020It sounds to me like there may be a slowdown in planar while the industry waits Sam212 PM
68019Taiwan Semiconductor Manufacturing Corp., or TSMC (2330.Taiwan/ TSM), noted at yFUBHO111 AM
68018please try this stockcharts.comGottfried-11 AM
68017The bears are out in force. MU's report will be very important to what happDonald Wennerstrom-11 AM
68016Thanks for the check on the good news. MU really needed that when SNDK warned.Donald Wennerstrom-11 AM
68015Gottfried, I could not get to your URL, I cannot sign on. DonDonald Wennerstrom-11 AM
68014Is MU washed out finally?? It looks like the Oct 14 low has held and MU has bouoldbeachlvr-11 AM
68013All part of the noise that occurs before earnings are announced by the worlds corobert b furman-8 AM
68012Piper Jaffray maintains bullish view on MU. From Schwab news feed. Minor beam oldbeachlvr38 AM
68011Another big deal announcement from Sandisk, this one not so good for investors--Sam17 AM
68010<i>Experts forecast that it is possible for Samsung to become the frontrunElroy-12 AM
68009Pretty big deal announcement from Sandisk. A lot of people have been saying thatSam112 AM
68008When Samsung and, especially, their cheerleaders in the Korean press, were crowiSam1yesterday
68007Don, to minimize the carnage I use smaller charts stockcharts.com[]extra[uu[305,Gottfried1yesterday
68006From Briefing.com: Wednesday was hump day and the stock market most definitely dReturn to Sender3yesterday
68005bpSOX fell one to 25/30 [LRCX]<pre> Mar12 May13 May16 Mar17 Mar18 Mar19 MaGottfried4yesterday
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