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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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67313This is a graphic that goes along with the previously posted table. It covers tDonald Wennerstrom16 hours ago
67312Looking back at 2014, it was a very good year overall with gains almost everywheDonald Wennerstrom1yesterday
67311Here is an interim table and chart of earnings for the SOXM 21 stocks that have Donald Wennerstrom1yesterday
67310As usual, the IH weekend report is full of observations. One that I certainly aDonald Wennerstrom1yesterday
67309InvestmentHouse Weekend Market Summary - Earnings in Need of Some Improvement (Return to Sender1yesterday
67308Monday Morning Outlook: Examining Last Week's Bullish Signal Sam2yesterday
67307From Weekly Recap - Week ending 23-Jan-15Dow -141.38 at 17672.6, NReturn to Sender2Saturday
67306This is the weekly update of the SOXM and SOX indices along with earnings estimaDonald Wennerstrom1Saturday
67305This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1Saturday
67304This is the same SOXM data as the last post, but this time it is sorted by PEG. Donald Wennerstrom1Saturday
67303This is the weekly look at the SOXM stocks in terms of earnings estimates, growtDonald Wennerstrom1Saturday
67302This is the comparison of Friday's closing prices of the SOXM stocks to theiDonald Wennerstrom1Saturday
67301This is the weekly look at the change table for the SOXM stocks in terms of 12 mDonald Wennerstrom1Saturday
67300This is the monthly update of the Bookings and Billings tables going all the wayDonald Wennerstrom2Saturday
67299This is the more detailed look at the Bookings and Billings for 2014 compared toDonald Wennerstrom1Saturday
67298This is the updated Bookings, Billings, and BtB table for the month of December Donald Wennerstrom1Saturday
67297bpSOX still 24/30<pre> Jan09 Jan12 Jan13 Jan14 Jan15 Jan16 Jan20 Jan21 JanGottfried2last Friday
6729614 new 52 week NDX high(s) <pre> 01/23/2015 Close Volume AAL 55.69 947Gottfried3last Friday
67295This is the weekly update of the 13 week rolling quarter for the SOXM stocks andDonald Wennerstrom2last Friday
67294bpNDX rose four to 58% [DLTR AMZN ADP ADBE]<pre> Jan09 Jan12 Jan13 Jan14 JGottfried2last Friday
67293This is the weekly update of the SOXM stocks and major indices since the first oDonald Wennerstrom1last Friday
67292North American Semiconductor Equipment Industry Posts December 2014 Book-to-BillDonald Wennerstrom2last Friday
67291This is the weekly look at a summary of the SOXM stocks and major indices in botDonald Wennerstrom1last Friday
67290This is the weekly look at the SOXM stocks and major indices in terms of percentDonald Wennerstrom1last Friday
67289ASX has been moving up during the last five days...... ASE Announces Spin-off oseminole-last Friday
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