Technology Stocks: Wennerstrom Semi Equipment Analysis  
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Share This Board Moderated By: Donald Wennerstrom -- (Moderated) -- Started: 10/14/2000 2:42:34 PM  Revision History

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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65065This is an update of the 2Q earnings table and chart for the 21 SOXM stocks thatDonald Wennerstrom111:05:22 AM
65064From 4:10 pm : The stock market maintained a narrow trading range Return to Sender212:42:44 AM
65063Well, yes, XLNX was clearly a better performer than ALTR over the last 2 years odr_elis-07/24/2014 07:26 PM
65062bpSOX fell one to 25/30 [QCOM][Text Chart] Gottfried207/24/2014 06:21 PM
6506110 new 52 week NDX high(s) [Text Chart] NO new 52 week NDX low(s) Gottfried307/24/2014 06:18 PM
65060bpNDX stays 74%[Text Chart] Gottfried107/24/2014 06:14 PM
65058Altera beats by $0.04, beats on revs; guides Q3 revs in-line; quarterly dividendDonald Wennerstrom107/24/2014 05:26 PM
65057Mattson reports EPS in-line, beats on revs 4:31 PM ET 7/24/14 | RDonald Wennerstrom107/24/2014 04:34 PM
65056KLA-Tencor misses by $0.06, reports revs in-line 4:20 PM ET 7/24/14 | Briefing.cDonald Wennerstrom107/24/2014 04:31 PM
65055Mellanox Tech beats by $0.05, reports revs in-line; guides Q3 revs in-line 4:12 Donald Wennerstrom107/24/2014 04:29 PM
65054I wanted to pick up with a little more detail the last 21 month uptrend in the SDonald Wennerstrom207/24/2014 03:53 PM
65053 Xilinx shares falls 14%, downgraded to market perform 11:38a ET July 23, 2014 (Donald Wennerstrom107/24/2014 02:33 PM
65052NXP Semi beats by $0.04, beats on revs; guides Q3 EPS above consensus, revs abovDonald Wennerstrom-07/24/2014 10:49 AM
65051Well, we have our answer to the question yesterday of what TER would do today afDonald Wennerstrom-07/24/2014 10:23 AM 4:15 pm : The stock market ended the Wednesday session on a mixedReturn to Sender407/23/2014 11:32 PM
65049bpSOX fell one to 26/30 [XLNX][Text Chart] Gottfried207/23/2014 08:07 PM
650488 new 52 week NDX high(s) [Text Chart] 1 new 52 week NDX low(s) [Text Chart] Gottfried207/23/2014 08:04 PM
65047bpNDX rose two to 74% [ILMN BIIB][Text Chart] Gottfried107/23/2014 07:59 PM
65046Convertible notes are a MAJOR red flag in my book...... Caution is warranted, The Ox-07/23/2014 07:56 PM
65045never...... The Ox-07/23/2014 07:54 PM
65044When you look at this chart, keep in mind that the SOX stocks were seriously outThe Ox-07/23/2014 07:51 PM
65043Let me start this post by saying I don't know what is going to happen to theDonald Wennerstrom107/23/2014 07:29 PM
65042Maybe ALTR will do well in the FPGA space, but ALTR has not done much the last cDonald Wennerstrom207/23/2014 06:55 PM
65041When was the last time that you saw a single digit S&P P/E while the 10 yearIan@SI-07/23/2014 06:45 PM
65040I came very close to pulling the trigger on XLNX at $39.50 this morning, which iThe Ox-07/23/2014 06:42 PM
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