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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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68405 452 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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68405While somewhat true, this has been the case for the last 25 years..... New maThe Ox-an hour ago
68404SEMI data March 2015 semi.org SEMI charts are at... screencast.com SEMI chartGottfried34 hours ago
68403This is an interim update for the 21 SOXM stocks that report on a CY/FY earningsDonald Wennerstrom16 hours ago
68402As I was browsing through the posts this morning, I discovered(quite by accidentDonald Wennerstrom27 hours ago
68401InvestmentHouse Weekend Market Summary - Nasdaq Approaches March 2000 All Time HReturn to Sender210 AM
68400Sam, A well written and informative article. I for one, agree with the author&#Donald Wennerstrom-yesterday
68399This is the weekly update of the SOXM and SOX indices along with other parameterDonald Wennerstrom3yesterday
68398I highly recommend reading this article on game theory and the DRAM sector as itSam1yesterday
68397POET Technologies (PTK.V) is gallium arsenide - based. poet-technologies.comchip1yesterday
68396This is the update for the table showing the SOXM numbers since last 7/4/14, aboDonald Wennerstrom1yesterday
68395This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1yesterday
68394This is the same SOXM data as the last post, but this time it is sorted by PEG. Donald Wennerstrom1yesterday
68393This is the weekly look at the SOXM stocks in terms of earnings estimates, growtDonald Wennerstrom1yesterday
68392RtS, thanks. The SOX components are here finance.yahoo.comGottfried1yesterday
68391This is the change table for the SOXM stocks in terms of several measurement parDonald Wennerstrom1yesterday
68390This is the comparison of Friday's closing prices for the SOXM stocks to theDonald Wennerstrom1yesterday
68389I am trying the something different here by posting earnings results from SeekinReturn to Sender2yesterday
68388 Chart In Focus, by Tom McClellan Volume Data Have Eased One Concern [gSam4yesterday
68387Weekly Recap - Week ending 24-Apr-15From Briefing.com: Dow +21.45 at 18080.14, NReturn to Sender2yesterday
68386 Micron Technology, Inc. (MU) Actions Would Lead To PC DRAM Price ReSam3yesterday
68385Gottfried, Donald, and threaders, have any of you read the article by Vivek WadhPaul V.3yesterday
68384Yes, and the year is just getting started! Looking at the individual stocks likDonald Wennerstrom-last Friday
68383bpSOX fell one to 18/30 [SWKS]<pre> Apr13 Apr14 Apr15 Apr16 Apr17 Apr20 ApGottfried3last Friday
683825 new 52 week NDX high(s) <pre> 04/24/2015 Close Volume AMZN 445.1 171Gottfried3last Friday
68381bpNDX rose one to 73% [MNST]<pre> Apr13 Apr14 Apr15 Apr16 Apr17 Apr20 Apr2Gottfried2last Friday
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