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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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66368<i> The only thing I can put forth in rebuttal is when they imply that SSam28 hours ago
66367This is the weekly look at the 13 week rolling quarter for the SOXM and major inDonald Wennerstrom-9 hours ago
66366This is the weekly update of the SOXM stocks and major indices performance sinceDonald Wennerstrom1yesterday
66365This is a summary look at the SOXM stocks and major indices in both table and chDonald Wennerstrom2yesterday
66364This is the weekly look at the SOXM stocks and major indices in terms of percentDonald Wennerstrom1yesterday
66363Well, I know you are not alone in your feelings about that. In the past, the chiDonald Wennerstrom1yesterday
66362bpSOX rose five to 19/30 [XLNX TSM QCOM BRCM KLAC]<pre> Oct20 Oct21 Oct22 Gottfried2yesterday
6636127 new 52 week NDX high(s) <pre> 10/31/2014 Close Volume AAPL 108 4456Gottfried2yesterday
66360bpNDX rose ten to 60% [XLNX TXN PCAR QCOM KLAC HSIC EXPE BIIB BRCM ADBE]<pre&Gottfried1yesterday
66359Don, YOU can get away with it, LOL. I was going to blame the WSJ proof readerGottfried-yesterday
66358In the past, the chipmakers have added far too much capacity, then gone after maIan@SI-yesterday
66357OK, Sam and Gottfried, I thought the WSJ article was "fair and balanced&quDonald Wennerstrom2yesterday
66356Gottfried, You caught me. Instead of copying from the article, I typed it in. Donald Wennerstrom2yesterday
66355OT ** given who owns WSJ it's a wonder they acknowledged the comeback - and Gottfried1yesterday
66354<i>Still, Thursday’s report underscored an unusual dynamic: Economic growSam-yesterday
66353Dated Oct 13 - typo by a dyslexic?Gottfried1yesterday
66352RtS, Sam and Others, This is the big front page article from the WSJ today toutDonald Wennerstrom2yesterday
66351I am still watching INTC to see if buyers can muster enough volume to break the Return to Sender1yesterday
66350Insights from Investors Intelligence Data Chart In Focus, by Tom McClellan Sam2yesterday
66349If you are bullish you should love the current expansion in the number of new hiReturn to Sender1yesterday
66348<i>MCHP may have a lot of insight into the analog market place, but I finSam-yesterday
66347I'm not sure what is going on here. Some companies have said that they woulDonald Wennerstrom2yesterday
66346Looks like the Microchip warning about a sector wide slowdown was actually a oneSam1yesterday
66345RtS, You won't get any argument from me about the semi area leading the upsDonald Wennerstrom2yesterday
66344Semiconductor sales have been doing well for several months. Gottfried reports Donald Wennerstrom1yesterday
66343Moving to smaller nodes gives fewer wafers out. For cost per bit to decrease, woldbeachlvr1yesterday
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