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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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76403 478 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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76403Xpoint. And perhaps Mystery Chip 2 (which hopefully will be announced in a couSam-4 AM
76402Some more news on MU barrons.com I wonder what kind of products will be made adr_elis-4 AM
7640158% Donwside Volume on the NYSE - 56% Upside Volume on the NASDAQ: online.wsj.cReturn to Sender-yesterday
76400SK Hynix says Q2 operating profit sets record, matching estimates Sam2yesterday
76399 ASML lithography team turns corner in throughput spec of wafers per houSam4yesterday
76398bpSOX stays 20/30<pre> Jul11 Jul12 Jul13 Jul14 Jul17 Jul18 Jul19 Jul20 JulGottfried2yesterday
763974 new 52 week NDX high(s) <pre> 07/24/2017 Close Volume AMZN 1038.95 3Gottfried2yesterday
76396bpNDX rose one to 73% [TSLA]<pre> Jul11 Jul12 Jul13 Jul14 Jul17 Jul18 Jul1Gottfried2yesterday
76395From Briefing.com: 4:29 pm Closing Market Summary: Equities Finish Monday Mixed Return to Sender2yesterday
76394Bikes May Have To Talk To Self-Driving Cars For Safety's Sake http://n.pr/2vGottfried-yesterday
76393Five year chart of Micron [graphic]Sam2yesterday
76392Samsung takes aim at TSMC with plans to triple chip foundry market share REUTERSam2yesterday
76391General market post. Monday Morning Outlook, from Shaeffer's Research. Sam3yesterday
76390InvestmentHouse - FTC Probing AMZN (Weekend Newsletter) Don, and all, I apoloReturn to Sender2Sunday
7638961% Downside Volume on the NYSE - 54% Downside Volume on the NASDAQ: online.wsjReturn to Sender1Sunday
76388From Briefing.com: 4:30 pm Closing Market Summary: Stocks Tick Down on Friday (:Return to Sender2Sunday
76387I believe the LG is OLED while the Samsung is Quantum dot. OLED is supposed to Kirk ©1last Saturday
76386 OT: Very interesting "explosive" stuff. OT Samsung -- Their stuff is Donald Wennerstrom-last Saturday
76385OT Samsung -- Their stuff is pretty explosive. EXPLODING FRIDGE: DSam2last Friday
76384Don I hope you got the brat and soda pop for a buck fifty......one of the best dbigchad-last Friday
76383 OT definitely, but interesting I think. I was in COSTCO yesterday and the follDonald Wennerstrom2last Friday
76382 This is the weekly look at the SOXM stocks year to date prices, and estimates oDonald Wennerstrom2last Friday
76381 This is a comparison of the SOXM and major indices performance from the first oDonald Wennerstrom2last Friday
76380 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom2last Friday
76379 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1last Friday
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