Technology Stocks: Wennerstrom Semi Equipment Analysis
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Moderated By: Donald Wennerstrom -- (Moderated) -- Started: 10/14/2000 2:42:34 PM  Revision History

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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57293What's wrong with shorting an overbought stock in an overbought market? TheReturn to Sender408/20/2012 11:21 PM
57292These are terrific charts, Don!! When I look at them, I find it interesting toThe Ox108/20/2012 11:10 PM
57291July book-to-bill ratio fall along with stagnant market semiconportal.com FUBHO308/20/2012 10:51 PM
57290Don, Let me start by saying that all your charts are great! Each has it's The Ox308/20/2012 10:51 PM
57289True, that is another item to "muddy" up the comparison. Donald Wennerstrom-08/20/2012 08:31 PM
57288Remember SOX is eom but btb is 3month ma Gottfried108/20/2012 08:04 PM
57287Gottfried, Great chart. That is a better way to compare the 2 sets of data - cDonald Wennerstrom-08/20/2012 07:48 PM
57286From Briefing.com: 4:15 pm : Challenged by thin volume, equities endured yet anReturn to Sender208/20/2012 06:30 PM
57285bpSOX rose one to 20/30 [STM][Text Chart] Gottfried108/20/2012 06:28 PM
572847 new 52 week NDX high(s) [Text Chart] NO new 52 week NDX low(s) Gottfried208/20/2012 06:25 PM
57283bpNDX stays 65%[Text Chart] Gottfried-08/20/2012 06:21 PM
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