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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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69089 453 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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ReplyMessage PreviewFromRecsPosted
69089 thanks for the link.Investor2-yesterday
69088China’s stocks decline in biggest three-week plunge since 1992 The Shanghai ComFUBHO1yesterday
69087Interesting article--boy is he ever right about economists and their poor recordSam-yesterday
69086That's a good short term market timing sentiment indicator. I wish I could sReturn to Sender-yesterday
69085History does repeat itself but not always when we think it should. In May Janet Return to Sender2yesterday
69084 Those who cannot remember the past are condemned to repeat it. :-) 1. Yes, thebull_dozer1Thursday
69083 I think investors are still way too bullish on the market. money.cnn.comInvestor2-Thursday
69082So you don't think we are in a stock market valuation bubble? I disagree buReturn to Sender1Thursday
69081bpSOX stays 20/30<pre> Jun19 Jun22 Jun23 Jun24 Jun25 Jun26 Jun29 Jun30 JulGottfried1Thursday
690804 new 52 week NDX high(s) <pre> 07/02/2015 Close Volume CMCSA 62.34 19Gottfried2Thursday
69079bpNDX fell one to 61% [CTXS]<pre> Jun19 Jun22 Jun23 Jun24 Jun25 Jun26 Jun2Gottfried1Thursday
69078We’ll go out on a limb and say that there’s never been more stocks trading abovSam2Thursday
69077I think they should just add a zero to all the bills then we'll be good for Da Rookie-Thursday
69076$100 isn't what it used to be worth despite the BS the government tells us vKirk ©-Thursday
69075Intel is +2% with this: 9:01 am Intel announces resignation of President Renee Sr K-Thursday
69074From Global markets opened July with a bang amid reports that GreeReturn to Sender4Wednesday
69073bpSOX still 20/30<pre> Jun18 Jun19 Jun22 Jun23 Jun24 Jun25 Jun26 Jun29 JunGottfried2Wednesday
690722 new 52 week NDX high(s) <pre> 07/01/2015 Close Volume CMCSA 62.25 21Gottfried3Wednesday
69071bpNDX stays 62%<pre> Jun18 Jun19 Jun22 Jun23 Jun24 Jun25 Jun26 Jun29 Jun30Gottfried2Wednesday
69070The end of the trading day is still a little over an hour away, but so far "Donald Wennerstrom-Wednesday
69069Good advice. We will know when the bottom is in when we have lots of "stroDonald Wennerstrom1Wednesday
69068Even the hedge funds and David Einhorn's Greenlight Capital have Micron probDonald Wennerstrom2Wednesday
69067I would be VERY cautious of following Zack's rating system as a general ruleThe Ox2Wednesday
69066Should You Get Rid of Micron Technology (MU) Now? - Tale of the Tape 7:41 am ET Donald Wennerstrom-Wednesday
69065HI Don, So far both SMH and SOX are putting in a solid rebound by outperformingrobert b furman-Wednesday
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