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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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Emcee:  Donald Wennerstrom Type:  Moderated
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77698Great news from Toshiba...note they are raising Cap-ex by 50%. And last line ofbooney1-11/9/2017
77697Chip boom drives Toshiba profit surge; raises questions about future earnings RSam211/9/2017
77696More on AI and the Supercycle hypothesis. NVDA, INTC, AMD, AVGO, QCOM all mentioSam311/9/2017
77695Silicon shipments keep growing; prices stay low Sam111/8/2017
7769451% Downside Volume on the NYSE - 53% Upside Volume on the NASDAQ: wsj.com 4% Return to Sender-11/8/2017
77693Slim Victory Leaves Stocks at Fresh Record Highs 08-Nov-17 16:30 ET Dow +6.13 Return to Sender311/8/2017
77692bpSOX still 28/30<pre> Oct26 Oct27 Oct30 Oct31 Nov01 Nov02 Nov03 Nov06 NovGottfried211/8/2017
776918 new 52 week NDX high(s) <pre> 11/08/2017 Close Volume AAPL 176.24 24Gottfried211/8/2017
77690bpNDX stays 60% [ULTA dropped, REGN added]<pre> Oct26 Oct27 Oct30 Oct31 NGottfried211/8/2017
77689 Micron Technology Keeps Advancing, So Let's Set New Targets Nov 07, 2017 | Donald Wennerstrom211/8/2017
77688Somewhat OT, but relevant to the "Supercycle" hypothesis. Apple Is SaSam111/8/2017
7768758% Downside Volume on the NYSE - 51% Downside Volume on the NASDAQ: wsj.com Return to Sender211/7/2017
77686Holding at Record Highs 07-Nov-17 16:30 ET Dow +8.81 at 23557.23, Return to Sender211/7/2017
77685NVDA: Paige Tanner released a Bullish rating on Nvidia (LONG) Why NVIDIA’s Strw0z111/7/2017
77684bpSOX still 28/30<pre> Oct25 Oct26 Oct27 Oct30 Oct31 Nov01 Nov02 Nov03 NovGottfried211/7/2017
7768312 new 52 week NDX high(s) <pre> 11/07/2017 Close Volume AAPL 174.81 2Gottfried311/7/2017
77682bpNDX fell one to 60% [PCLN]<pre> Oct25 Oct26 Oct27 Oct30 Oct31 Nov01 NovGottfried211/7/2017
77681Hi Paul, it's confusing to me. And now this "Opinion: What you need to Gottfried211/6/2017
7768063% Upside Volume on the NYSE - 64% Upside Volume on the NASDAQ: wsj.com 5.5% Return to Sender211/6/2017
77679If QCOM fights the takeover and it surely will (a hostile takeover) it will rackzzpat-11/6/2017
77678bpSOX stays 28/30<pre> Oct24 Oct25 Oct26 Oct27 Oct30 Oct31 Nov01 Nov02 NovGottfried311/6/2017
77677Energy Shares Fuel Modest Victory on Monday 06-Nov-17 16:30 ET Dow +9.23 Return to Sender411/6/2017
7767615 new 52 week NDX high(s) <pre> 11/06/2017 Close Volume AAPL 174.25 3Gottfried311/6/2017
77675bpNDX rose two to 61% [CHTR NTES]<pre> Oct24 Oct25 Oct26 Oct27 Oct30 Oct31Gottfried311/6/2017
77674Broadcom Will Kill Qualcomm Turning an engineering-driven business into a numbSam211/6/2017
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