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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
85442 455 0 SOXX
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
85442 From: Donald Wennerstrom 7/26/2018 4:17:48 PM To: Elroy who wrote (80599) 1 RecThe Ox-yesterday
85441<i>Now, for the last 8 quarters LRCX has never missed a IBES consensus estThe Ox-yesterday
85440Stocks keep rally going, cyclical and value stocks outperformed 05-Aug-20 16:20 Return to Sender2yesterday
8543915 New 52 Week Highs on the NDX and No New 52 Week Lows: New Highs: Mon Tues Return to Sender1yesterday
85438BPSOX Unchanged at 24: Mon Tues Wed AMAT AMAT AMAT AMD AMD AMD AVGO AVGO AVGO Return to Sender-yesterday
85437BPNDX Rose 1 to 69 - [BKNG added] Mon Tues Wed AAPL AAPL AAPL ADBE ADBE ADBE AReturn to Sender1yesterday
85436Semis are highly cyclical. And that is why I gave you my PE10 answer. Whether Sun Tzu-yesterday
85435Ox, Ok let's look at it another way beyond the points stated previously. TClear Eyed2yesterday
85434So, immediately I have to question your response since you preface by wondering The Ox1yesterday
85433Try refreshing the browser. May take multiple attempts but it is working for meedward miller-yesterday
85432I wonder what this is about. I thought they were shifting more operations to SanSam-yesterday
85431Microchip (MCHP) is down about 6-7% after they reported earnings and revenues abSam3yesterday
85430I’m going to take your query at face value and assume you aren’t short. But if Clear Eyed1Tuesday
85429With cyclicals (really with most stocks that are not in hyper-growth stage), PE1Sun Tzu1Tuesday
85428Looking at LRCX earnings, it seems the market is ignoring an obvious situation. The Ox-Tuesday
85427SI is becoming unusable due to "the service is unavailable" screen. oldbeachlvr-Tuesday
85426Stocks rise concurrently with longer-dated Treasuries 04-Aug-20 16:20 ET DowReturn to Sender3Tuesday
8542510 New 52 Week Highs on the NDX and No New 52 Week Lows: New Highs: Mon Tues Return to Sender2Tuesday
85424 Micron Technology Announces Upcoming Investor Events GLOBENEWSWIRE 4:00 PM ET Sam1Tuesday
85423BPSOX Unchanged at 24: Mon Tues AMAT AMAT AMD AMD AVGO AVGO CCMP CCMP CREE CREReturn to Sender2Tuesday
85422BPNDX Unchanged at 68: Mon Tues AAPL AAPL ADBE ADBE ADSK ADSK AMAT AMAT AMD AMReturn to Sender2Tuesday
85421OT - I have an idea for an app that I'd like to bring to market ASAP. I am lSun Tzu1Tuesday
85420Apple and Microsoft led growth-oriented advance 03-Aug-20 16:10 ET Dow +236.Return to Sender4Monday
8541919 New 52 Week Highs on the NDX and No New 52 Week Lows: New Highs: Fri Mon AReturn to Sender2Monday
85418BPSOX Rose 1 to 24 - [TER added] Fri Mon AMAT AMAT AMD AMD AVGO AVGO CCMP CCMPReturn to Sender1Monday
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