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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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67686bpSOX still 27/30<pre> Feb13 Feb17 Feb18 Feb19 Feb20 Feb23 Feb24 Feb25 FebGottfried2yesterday
676857 new 52 week NDX high(s) <pre> 02/27/2015 Close Volume ADBE 79.1 3109Gottfried2yesterday
67684bpNDX rose one to 77% [SBAC]<pre> Feb13 Feb17 Feb18 Feb19 Feb20 Feb23 Feb2Gottfried2yesterday
67683Any trade secret or patented technology you have gets transferred from the ChineFUBHO-yesterday
67682UK is talking about doing the exact same thing....UK's excuse is to thwart tlucky_limey-yesterday
67681You're right. It could be extremely damaging, depending on how it is writtenSam-yesterday
67680This could prove devastating for American tech companies going forward. If you FUBHO2yesterday
67679Brad McCredie, the IBM exec behind Big Blue’s Open Power Consortium dropped a lFUBHO-yesterday
67678Nand and Dram price stability, plus for MU and SNDK. From Schwab news feed: [goldbeachlvr1yesterday
67677OT -- post on Smartflash, a "company with no product" which just won hSam1yesterday
67676MTSN's 2015 EPS estimate is double reported 2014 EPS. And hedge funds are sSergio H-yesterday
67675From The stock market meandered its way through another mixed dayReturn to Sender4Thursday
67674Reminder: QRVO is the new name for RFMD + TQNT. GREENSBORO, N.C. and HILLSBOROSr K-Thursday
67673bpSOX rose one to 27/30 [QRVO]<pre> Feb12 Feb13 Feb17 Feb18 Feb19 Feb20 FeGottfried2Thursday
6767213 new 52 week NDX high(s) <pre> 02/26/2015 Close Volume ADBE 78.96 15Gottfried3Thursday
67671bpNDX fell one to 76% [BBBY]<pre> Feb12 Feb13 Feb17 Feb18 Feb19 Feb20 Feb2Gottfried2Thursday
67670XCRA heating up in the short term: [graphic] [graphic] [graphic]The Ox-Thursday
67669MTSN over $5 today. Considering how low it was 6 years ago, it's quite a reThe Ox-Thursday
67667ONNN is flying on the open today.......ON Semiconductor Demonstrates Low-Light Eseminole2Thursday
67666Samsung to freeze salaries for the first time since 2009 Read more: uk.busineSam-Thursday
67665Less Apple Business Is Better for Micron Tech Apple was commanding lower DRAM Sam4Thursday
67664OT *** Google Plans New Headquarters, and a City Fears Being Overrun By CONOR DOGottfried2Wednesday
67663This is the summary look at the 3 day total so far this week for the SOXM stocksDonald Wennerstrom2Wednesday
67662bpSOX stays 26/30 [TER showed up in yesterday's scan in error]<pre> FeGottfried2Wednesday
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