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Technology Stocks
Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
82639 448 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
8263960% Upside Volume on the NYSE - 52% Upside Volume on the NASDAQ: wsj.com WedneReturn to Sender-5 hours ago
82638Contract Prices of DRAM Products Projected to Drop by 15% QoQ in 2Q19 Due to HigSam1yesterday
82637 Micron Technology to Report Fiscal Second Quarter Results on March 20, 2019 Sam1yesterday
82636Wall Street Edges Higher Following FOMC Minutes 20-Feb-19 16:25 ET Dow +63.12 Return to Sender-yesterday
826358 New 52 Week Highs on the NDX - [ADI AVGO CDNS FOXA INTU SNPS TMUS WDAY] - No NReturn to Sender2yesterday
82634BPSOX remains 26 26 Tues Feb 20 ADI AMAT AMD ASML AVGO CY ENTG IDTI INTC KReturn to Sender1yesterday
82633BPNDX falls 1 to 76 - [EA out] Tues Feb 20 76 AAL AAPL ADBE ADI ADP ADSK ALGN Return to Sender2yesterday
82632<i>sorry to post too often but Intel dropped another $11 in the past few hElroy2yesterday
8263163% Upside Volume on the NYSE - 58% Upside Volume on the NASDAQ: wsj.com TuesdReturn to Sender-Tuesday
82630<i>Intel falls back down, other SSD prices remain stable. Not much actionElroy-Tuesday
82629A great review of Micron's earning estimates and target prices from SusquehaDonald Wennerstrom3Tuesday
82628Strong Earnings from Wal-Mart Helps Lift Wall Street 19-Feb-19 16:25 ET Dow +8Return to Sender1Tuesday
826279 New 52 Week Highs on the NDX [CDNS CHKP CSCO FOXA INTU MDLZ ORLY TMUS XLNX] - Return to Sender1Tuesday
82626BPSOX remains 26 26 Mon Feb 19 ADI AMAT AMD ASML AVGO CY ENTG IDTI INTC KLACReturn to Sender2Tuesday
82625BPNDX falls 1 to 77 - [BMRN NTAP removed] I have no idea how subtracting two stoReturn to Sender1Tuesday
82624Globalfoundries may be bought by Samsung or SK hynix Sam1Tuesday
82623But here is an article from Digitimes which forecasts that the turn in NAND pricSam1Tuesday
82622A brief record of previous reports from Susquehanna's Hosseini, as reported Sam1Tuesday
82621Falling Memory Chip Prices Don't Look Good for These Companies -- Barrons.coDonald Wennerstrom-Tuesday
82620OT: Annual Amazon price alert for H&R Block Tax Software Deluxe + State 20w0z-Tuesday
82619Here is something to ponder. Two analysts have differing outlooks on the memoryDonald Wennerstrom4Monday
82618I hadn't thought about the tax loss selling angle, but it would seem that thDonald Wennerstrom1Monday
82617Not trying to be obvious or anything, but -- That just highlights how much tax lSam-Monday
82616This is the weekly look at the SOXM stocks Current and Next Year earnings estimaDonald Wennerstrom2Sunday
82615This is the weekly update of the performance of the SOXM stocks and major indiceDonald Wennerstrom1Sunday
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