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Wennerstrom Semi Equipment Analysis
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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
662421- flash (any form of it) is too slow and too large to be a replacement for drammuzosi-an hour ago
66241Some general questions on DRAM on a slow news day: Disk drives are under threatElroy-3 hours ago
66240 SK Hynix third-quarter profit at record high on firm chip demand Sam13 hours ago
66239Excerpts from LRCX's Q3 CC (focusing on memory related points). The completeSam24 hours ago
66238bpSOX still 11/30<pre> Oct09 Oct10 Oct13 Oct14 Oct15 Oct16 Oct17 Oct20 OctGottfried28 hours ago
6623711 new 52 week NDX high(s) <pre> 10/22/2014 Close Volume AAPL 102.99 6Gottfried28 hours ago
66236bpNDX rose six to 40% [SRCL NFLX GRMN CELG BIDU AAPL]<pre> Oct09 Oct10 OcGottfried18 hours ago
66235Teradyne beats by $0.04, beats on revs; guides Q4 EPS below consensus, revs beloDonald Wennerstrom18 hours ago
66234Mellanox Tech beats by $0.11, beats on revs; guides Q4 revs above consensus 4:1Donald Wennerstrom-8 hours ago
66233MKS Instruments beats by $0.07, beats on revs; guides Q4 EPS above consensus, reDonald Wennerstrom-8 hours ago
662324:15 pm: [BRIEFING.COM] The stock market ended the midweek session on a lower Return to Sender18 hours ago
66231Just guessing but while they gave in line estimates for next quarter the revenueReturn to Sender-8 hours ago
66230Lam met the estimates that are on Yahoo just about exactly, but the first reactiSam1yesterday
66229Lam Research Corporation Reports Financial Results for the Quarter Ended SeptembSam1yesterday
66228TrendForce: iPhone 6 increases demand for NAND flash in smartphones Sam1yesterday
66227Fear & Greed Index into double digits for the first time in awhile--barely: Sam1yesterday
66226From 4:10 pm : The major averages endured another whipsaw session Return to Sender1Tuesday
66225 Cree -10.7% AH; gross margin drop takes a toll on EPS CREE's gross margin Sam2Tuesday
66224bpSOX rose three to 11/30 [SNDK SUNE AVGO]<pre> Oct08 Oct09 Oct10 Oct13 OcGottfried3Tuesday
662235 new 52 week NDX high(s) <pre> 10/21/2014 Close Volume AMGN 144.09 89Gottfried3Tuesday
66222bpNDX rose two to 34% [SNDK AVGO]<pre> Oct08 Oct09 Oct10 Oct13 Oct14 Oct15Gottfried2Tuesday
66221Broadcom's third-quarter revenue exceeds expectationsReuters(Tue 4:08PM EDT)FUBHO1Tuesday
66220Cree Reports Financial Results for the First Quarter of Fiscal Year 2015 QuarterFUBHO1Tuesday
66219ARM Holdings Drops 8%: Q3 Revenue Misses, Backlog Declines; Q4 Rev View In Line FUBHO1Tuesday
66218Einhorn just said in an interview with CNBC that he trimmed some of his MU at hioldbeachlvr2Tuesday
66217This is the update of the Bookings and Billings table going all the way back to Donald Wennerstrom2Tuesday
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