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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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71509EPS growth from 2014 to 2015 FB 1.77 2.28 28% AMZN -0.52 1.25 na NFLX 0.63 0.The Ox-6 hours ago
71508if you put a gun to my head, I'd GUESS we might have a small rally then go lKirk ©-7 hours ago
71507Kirk, you said there: >$SPX $SPY 4-charts below showing: Not a fun day as tReturn to Sender-7 hours ago
71506Flash memory's density surpasses hard drives for first time computerworld.cSam-8 hours ago
71505I guess you missed this chart I posted heretoday where I mention volume. Of couKirk ©-8 hours ago
71504I think you need to pay more attention to volume. If you showed volume on your cReturn to Sender-8 hours ago
71503They say a picture is worth 1,000 words. My theory is if you need to post War aKirk ©-8 hours ago
71502I think that the Investors Intelligence Poll is still the only valid poll on BulReturn to Sender4yesterday
71501Yeah, I agree. ALL the sentiment indicators seem to work for awhile then..... tKirk ©1yesterday
71500all these indicators you post.... "everybody" knows to look for them sGottfried1yesterday
71499bpSOX fell three to 9/30 [NXPI LRCX ASML]<pre> Jan26 Jan27 Jan28 Jan29 FebGottfried4yesterday
71498Until we see a better chart on the SPX, I see a test from below of a breakdown tKirk ©1yesterday
71497NO new 52 week NDX high(s) <pre> 02/08/2016 31 new 52 week NDX low(s) Gottfried3yesterday
71496bpNDX fell nine to 23% [SBUX REGN NXPI MSFT LRCX CHTR ADSK ENDP CTSH]<pre>Gottfried1yesterday
71495It's Not March 2009... And That's Bad I am sure it&Return to Sender1yesterday
71494OT ** the book by Martin Zweig "Winning on Wall Street" arrived today.Gottfried1yesterday
71493Market Breadth From The WSJ Monday, February 08, 2016 NoReturn to Sender1yesterday
71492From Super Bowl 50 slump...curse...whatever yReturn to Sender2yesterday
71491I would not put AAPL in the same group as Facebook, Amazon, Netflix and even AlpReturn to Sender2yesterday
71490When I worked at AMZN they didn't even own their warehouses, though there weWoody_Nickels-yesterday
71489I think eventually they want some sort of "Apple Store Competition" whKirk ©-yesterday
71488It's difficult to say. I couldn't believe that they would be so foolishThe Ox1yesterday
71487Apple is another I heard when pronounced FAANG. At what level would you consideKirk ©-yesterday
71486FANG are finally being taken down. [graphic] [graphic] [graphic] [graphic]The Ox2yesterday
71485The Nasdaq is actually lower today than it was at its August lows: [graphic] MReturn to Sender3yesterday
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