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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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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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72605bpSOX rose two to 20/30 [AVGO MPWR]<pre> May10 May11 May12 May13 May16 MayGottfried28 hours ago
726042 new 52 week NDX high(s) <pre> 05/23/2016 Close Volume AMAT 22.9 2484Gottfried28 hours ago
72603bpNDX rose four to 62% [AAPL AVGO BMRN NFLX]<pre> May10 May11 May12 May13Gottfried18 hours ago
7260258% Downside Volume on the NYSE - 63% Upside Volume on the Nasdaq: online.wsj.cReturn to Sender28 hours ago
72601From Briefing.com: 4:47 pm Tessera Tech subs file legal proceedings for patent iReturn to Sender28 hours ago
72600 The BTB report from SEMI is due out tomorrow afternoon. Another checkpoint on Donald Wennerstrom2yesterday
72599InvestmentHouse - Stock Set to Attempt a Bounce - Weekend Update: investmenthouReturn to Sender3Sunday
72598Leavitt Brothers Weekend Market Update - Market in Consolidation - Last week - Return to Sender2Sunday
7259772% Upside Volume on the NYSE - 79% Upside Volume on the Nasdaq: online.wsj.comReturn to Sender1Sunday
72596From Briefing.com: Weekly Recap - Week ending 20-May-16The stock market ended thReturn to Sender4Sunday
72595 Here is a chart that shows the major indices(with exception of the SOXM of courDonald Wennerstrom2last Saturday
72594 This is the weekly update of the SOXM stocks and major indices since the week cDonald Wennerstrom2last Saturday
72593 This is the weekly update of the year to date performance of the SOXM stocks anDonald Wennerstrom2last Saturday
72592 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1last Saturday
72591 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1last Saturday
72590 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom1last Saturday
72589 This is the weekly comparison of the 12 month target prices for the SOXM stocksDonald Wennerstrom1last Saturday
72588 This is the weekly look at the change table for the SOXM stocks in terms of sevDonald Wennerstrom1last Saturday
72587bpSOX rose one to 18/30 [QRVO]<pre> May09 May10 May11 May12 May13 May16 MaGottfried4last Saturday
72586deletedSr K-last Saturday
72585 As expected, Tech Trader Daily made a nice summary of the recent AMAT earnings Donald Wennerstrom5last Friday
72584 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom2last Friday
725832 new 52 week NDX high(s) <pre> 05/20/2016 Close Volume AMAT 22.66 533Gottfried4last Friday
72582bpNDX fell one to 58% [ROST]<pre> May09 May10 May11 May12 May13 May16 May1Gottfried2last Friday
72581 This is the weekly look at the SOXM stocks and major indices in terms of percenDonald Wennerstrom1last Friday
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