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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
80260Semi's in pre-market holding up OK relative to some other sectors. Bravado Liberator-7 hours ago
80259Could you give a link for both of these posts? Thanks.Sam-8 hours ago
80258Investors believe Sk Hynix and Micron will face the same problems for 1Y. So 1Y bigchad-8 hours ago
80257 [memory] 1y nano-miniature difficulty exceeds expectation Samsung Suspends bigchad19 hours ago
8025658% Upside Volume on the NYSE - 55% Upside Volume on the NASDAQ: wsj.com MondaReturn to Sender-yesterday
80255I hope you're right, Don. Trump calls for tariffs on additional $200B in CSam2yesterday
80254bpSOX fell 1 to 21/30 [MLNX]<pre> 24 24 24 22 22 22 22 22 22 21 Jun05 JunGottfried3yesterday
80253 This is a slightly updated chart showing today's SOX close as well as addinDonald Wennerstrom3yesterday
802528 new 52 week NDX high(s) <pre> 06/18/2018 Close Volume ADSK 141.26 288Gottfried3yesterday
80251bpNDX rose 1 to 70% [ADSK]<pre> Tues Wed Thur Fri Mon Tues Wed Thurs Fri MGottfried2yesterday
80250Minor Damage 18-Jun-18 16:20 ET Dow -103.01 at 24987.47, NasdaReturn to Sender1yesterday
80249I wonder if Micron (and Samsung/Hynix for that matter) can complain to their govbigchad1yesterday
80248More on the previous post soon, but I just saw this piece of news for Micron. MDonald Wennerstrom1yesterday
80247 I think Micron spent enough time in the 40s digesting the August-November move Sam1yesterday
80246Since the week ending 3/23, starting on 3/21, the SOX has fallen and then recoveDonald Wennerstrom2yesterday
80245Micron earnings: China probe poses wild card for highflying stock MARKETWATCH Sam2Sunday
80244 Here is a "busy" table that shows several parameters for the SOXM stoDonald Wennerstrom3Sunday
80243How Trump's China Tariffs Will Make U.S. Chipmakers Pay Fees on Their Own ChSam2Sunday
80242InvestmentHouse - US, China Trade Tariffs and the Market Struggles (WeekendNewsReturn to Sender1Sunday
8024158% Downside Volume on the NYSE - 54% Downside Volume on the NASDAQ: wsj.com FReturn to Sender-Sunday
80240Trade War Fears Re-Enter the Mix 15-Jun-18 16:30 ET Dow -84.83 at 25Return to Sender1Sunday
802392018 Semiconductor Forecasts Revised Up Sam2Sunday
80238Well, Intel has a market cap of 257 billion and AMD has a market cap of 16 billistsimon-last Saturday
80237First of all, you obviously made the right choice in buying AMD when you did. SoDonald Wennerstrom2last Saturday
80236 This is the weekly update of the SOXM stocks for Current and Next Year earningsDonald Wennerstrom2last Saturday
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