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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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75808 476 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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75808 This is the weekly update of the earnings and PE table for the SOXM stocks sortDonald Wennerstrom24 hours ago
75807Bull v. Bear Soaring tech stocks are not in a 1990s-type dotcom bubble, says lSam26 hours ago
75806Fear & Greed Index [graphic] money.cnn.com F&G Index over time [graSam11 AM
75805 This is the weekly update of the SOXM stocks and major indices changes since thDonald Wennerstrom1yesterday
75804 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1yesterday
75803 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom-yesterday
75802 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom1yesterday
75801 This is the weekly look at the consensus 12 month price targets for the SOXM stDonald Wennerstrom1yesterday
75800 This is the weekly look at the SOXM stocks change table in terms of several parDonald Wennerstrom1yesterday
75799bpSOX rose to 27/30 [QCOM]<pre> May15 May16 May17 May18 May19 May22 May23 Gottfried3last Friday
7579816 new 52 week NDX high(s) <pre> 05/26/2017 Symbol Close Volume AVGO 24Gottfried3last Friday
75797bpNDX rose one to 76% [QCOM]<pre> May15 May16 May17 May18 May19 May22 May2Gottfried2last Friday
75796 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom1last Friday
75795 This is the weekly look at the SOXM stocks and major indices in terms of actualDonald Wennerstrom1last Friday
75794Without really meaning to pick on analysts' estimates exactly, this chart isSam-last Friday
75793 Investors' Soapbox: Chips Lifted by Autos, Industrial, Data Center -- BarroSam2last Friday
75792Another company has officially disappeared in the ongoing semiconductor consolidSam1last Friday
75791 beyond that, to a nearly limitless pool of memory — 4,096 yottabytes Come on, wKirk ©2last Thursday
75790Interesting chart. If we get some follow through over the next couple of tradingSam2last Thursday
75789bpSOX remains 26/30<pre> May12 May15 May16 May17 May18 May19 May22 May23 MGottfried1last Thursday
7578827 new 52 week NDX high(s) <pre> 05/25/2017 Close Volume ADBE 142.85 1Gottfried2last Thursday
75787bpNDX rose one to 75% [AAL]<pre> May12 May15 May16 May17 May18 May19 May22Gottfried1last Thursday
75786Anyone who believes that they know what Micron's 2018 earnings will be (muchSam1last Thursday
75785 Well said, but that is putting it mildly. The lack of a positive preannouncemenDonald Wennerstrom3last Thursday
75784 Also Deutsche Bank -- Deutsche Bank is out today with a one pager: "ThougSam2last Thursday
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