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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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66270This is the weekly update of the SOXM stocks and major indices performance sinceDonald Wennerstrom17 hours ago
66269This is the weekly summary look at the SOXM stocks and major indices in both tabDonald Wennerstrom37 hours ago
66268This is the weekly look at the SOXM stocks and major indices in terms of percentDonald Wennerstrom27 hours ago
66267bpSOX rose one to 13/30 [ASML]<pre> Oct13 Oct14 Oct15 Oct16 Oct17 Oct20 OcGottfried38 hours ago
6626611 new 52 week NDX high(s) <pre> 10/24/2014 Close Volume AAPL 105.22 4Gottfried38 hours ago
66265bpNDX stays 44%<pre> Oct13 Oct14 Oct15 Oct16 Oct17 Oct20 Oct21 Oct22 Oct23Gottfried29 hours ago
66264 KLA pares gains after light guidance, downgrades Initially up over 15% yesterdSam3yesterday
66263Don, this reminds me of the ridiculously low bids I sometimes see outside regulaGottfried-Thursday
66262Sterne Agree: Lam Research Outlook Bodes Well For Chip Makers Read more: benzinSam1Thursday
66261Sam, they wouldn't be in their right mind. Fascinating... Why on earth woulDonald Wennerstrom-Thursday
66260I want to make a mini tender offer for $27.01 for Micron shares. Only can buy abigchad1Thursday
66259From 4:15 pm : The stock market ended the Thursday session with sReturn to Sender1Thursday
66258bpSOX rose one to 12/30 [LRCX]<pre> Oct10 Oct13 Oct14 Oct15 Oct16 Oct17 OcGottfried2Thursday
6625712 new 52 week NDX high(s) <pre> 10/23/2014 Close Volume AAPL 104.83 7Gottfried2Thursday
66256Fascinating... Why on earth would anyone in their right mind accept this companySam2Thursday
66255bpNDX rose four to 44% [TSCO FB ESRX CHTR]<pre> Oct10 Oct13 Oct14 Oct15 OcGottfried1Thursday
66254Altera beats by $0.01, beats on revs; guides Q4 revs in-line 4:24 PM ET 10/23/1Donald Wennerstrom2Thursday
66253KLA-Tencor reports EPS in-line, beats on revs; Announces leveraged capital returDonald Wennerstrom1Thursday
66252Mattson beats by $0.01, beats on revs 4:07 PM ET 10/23/14 | Donald Wennerstrom1Thursday
662511. Keep all programs/apps updated with Secunia PSI. 2. Use a good antivirus anw0z1Thursday
66250I don't think your PC is the weak link. Your banks, brokers and retailers aFUBHO1Thursday
66249Message 29770441Sam1Thursday
66248OT: Windows 10 should have some major upgrades in security authentication: pcwoReturn to Sender-Thursday
66247Hynix has a lower valuation than Sandisk and Micron because they got caught steaSam2Thursday
66246DJ SK Hynix To Deliver Flash Returns On Mobile Growth -- Barron's Asia Oct 2Donald Wennerstrom1Thursday
66245NXP Semi beats by $0.04, beats on revs; guides Q4 EPS in-line, revs in-line 12:Donald Wennerstrom1Thursday
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