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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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ReplyMessage PreviewFromRecsPosted
79669Some comments on TSMC's report and the media's/Mr. Market's reactionSam15 hours ago
79668An excerpt from TSMC's earnings call... " CFO Lora Ho surprised investbooney117 hours ago
79667Nanya expects DRAM bit shipments to rise 48% in 2018 Siu Han, Taipei; Jessie SheSam3yesterday
79666Ex-TSMC engineer indicted for theft HSINCHU CASE: The man allegedly copied iSam2yesterday
7966560% Upside Volume on the NYSE - 57% Upside Volume on the NASDAQ: wsj.com FinReturn to Sender3yesterday
79664Wall Street Ends Range-Bound Session On Mixed Note 18-Apr-18 16:20 ET Dow -38.Return to Sender2yesterday
79663ASML CC transcript: seekingalpha.com LRCX transcript: seekingalpha.comSam1yesterday
79662US chip export ban has Beijing calling for home alternatives But the Sam3yesterday
79661bpSOX rose two to 18/30 [INTC MU]<pre> Apr05 Apr06 Apr09 Apr10 Apr11 Apr12Gottfried3yesterday
796607 new 52 week high(s) <pre> 04/18/2018 Close Volume ADBE 231.1 2251646 Gottfried2yesterday
79659bpNDx rose five to 55% [AMGN ATVI ILMN INTC MU]<pre> Thurs Fri Mon Tue WedGottfried2yesterday
79658This is an excerpt from the Credit Suisse note on LRCX this AM. I highlighted abigchad4yesterday
79657Lam Research's Streak of Upside Reports Continue, But Shares Lower on ShipmeDonald Wennerstrom3yesterday
79656Just about every semi equipment company that have all had great earnings have harobert b furman2yesterday
79655Analysts say buy the dip in Lam Research despite lower shipment guidance Apr. 18Sam1yesterday
79654Lam got down to 196.50 ear the open, but has made a comeback, now up to 199.50, Sam-yesterday
79653Samsung may buy up ASML's EUV output electronicsweekly.com Samsung may buFUBHO1yesterday
79652OT-- fab labs The Age of Replicators is about to begin according to these guys.Sam-yesterday
79651Very interesting, but we know this has been their plan going back to the days ofDonald Wennerstrom-yesterday
79650Lam Research beats by $0.41, beats on revs; guides Q4 EPS above consensus, revs Donald Wennerstrom-yesterday
79649China relentlessly poaching Taiwan chip talent: Nanya Tech Memory chipmaker seesSam1Tuesday
79648I glanced at LRCX's earnings release, and the only negative I see is that Q2Elroy-Tuesday
79647LRCX is getting slaughtered AH, down $14.91 or over 7% at $197.42 according to nSam1Tuesday
7964673% Upside Volume on the NYSE - 74% Upside Volume on the NASDAQ: wsj.com TuesdReturn to Sender-Tuesday
79645Chip supply constraints help boost Nanya’s profitsIN CONTROL:The top memory chipbigchad2Tuesday
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