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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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74343 469 0 $SOX
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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74343 Another day in the week and some more all time highs established. At the end oDonald Wennerstrom-16 minutes ago
74342Very nice to see an all time high in chip sales.Donald Wennerstrom16 hours ago
7434176% Upside Volume on the NYSE - 74% Upside Volume on the NASDAQ: online.wsj.comReturn to Sender27 hours ago
74340SIA October 2016 ww chip sales SIA data link semiconductors.org charts ww chiGottfried25 AM
74339With the introduction of their 3D NAND SSDs Micron regained some competitive strdr_elis-4 AM
74338 It is nice to have some stability in the SOX index. At various times in past yDonald Wennerstrom2yesterday
74337SOX components have not changed since November 1.<pre> indexes.nasdaqomx.cGottfried1yesterday
74336bpSOX stays 21/30<pre> Nov23 Nov25 Nov28 Nov29 Nov30 Dec01 Dec02 Dec05 DecGottfried2yesterday
7433514 new 52 week NDX high(s) <pre> 12/07/2016 Close Volume AAL 48.65 101Gottfried3yesterday
74334bpNDX fell one to 64% [SHPG]<pre> Nov23 Nov24 Nov28 Nov29 Nov30 Dec01 Dec0Gottfried2yesterday
74333From Briefing.com: 4:15 pm : The stock market enjoyed its fourth consecutive dayReturn to Sender2yesterday
74332The market has been moving strongly to the upside this week. This shows the summDonald Wennerstrom2yesterday
74331 It wasn't too long ago, 29 Nov in fact, an article appeared saying short seDonald Wennerstrom3yesterday
74330 In addition to the Citi raising the MU price target to $30 a share today, StandDonald Wennerstrom3yesterday
74329Micron higher as Citi starts coverage with a Buy rating Dec. 7, 2016 8:04 AM ET|Sam2yesterday
74328Nanya revenue surges on back of DRAM price jump By Lisa Wang / Staff reporter Sam2yesterday
74327Micron's 3D NAND Hits Enterprise SSDs Gary Hilson 12/5/2016 08:00 AM EST eeSam2yesterday
74326Lawmakers Urge Rejection of Lattice Semi Takeover Dylan McGrath 12/6/2016 02:50 Sam2yesterday
74325Average Contract Price of PC DRAM 4GB Modules Rose to US$18 in November, Says TrSam2yesterday
7432471% Upside Volume on the NYSE - 69% Upside Volume on the NASDAQ: online.wsj.coReturn to Sender2Tuesday
74323From Briefing.com: 4:57 pm Diodes announces production delay at Lee's SummiReturn to Sender3Tuesday
74322bpSOX rose one to 21/30 [CAVM]<pre> Nov22 Nov23 Nov25 Nov28 Nov29 Nov30 DeGottfried2Tuesday
743212 new 52 week NDX high(s) <pre> 12/06/2016 Close Volume MAR 82.08 2907Gottfried3Tuesday
74320bpNDX stays 65%<pre> Nov22 Nov23 Nov24 Nov28 Nov29 Nov30 Dec01 Dec02 Dec05Gottfried1Tuesday
74319 Another up day for the market in general. AMD was up 8.9% today to lead the SODonald Wennerstrom1Tuesday
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