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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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81465 445 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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81465This is the weekly update of the Current and Next Year Earnings estimates and PEDonald Wennerstrom-5 hours ago
81464This is the weekly update of the performance of the SOXM stocks and major indiceDonald Wennerstrom-5 hours ago
81463This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom-5 hours ago
81462This is the same SOXM data as the last post, but this time it is sorted by PEG. Donald Wennerstrom-5 hours ago
81461This is the weekly look at the SOXM stocks in terms of earnings estimates, growtDonald Wennerstrom-5 hours ago
81460This is the weekly comparison of the consensus 12 month target prices for the SODonald Wennerstrom-5 hours ago
81459This is the weekly look at the change table for the SOXM stocks in terms of seveDonald Wennerstrom-5 hours ago
81458This is the weekly update of the 13 week rolling quarter for the SOXM stocks andDonald Wennerstrom-5 hours ago
81457This is the weekly look at the performance of the SOXM stocks and major indices Donald Wennerstrom15 hours ago
81456Samsung’s 7nm EUV Process Is Ready For Production extremetech.com[graphic]SamsuFUBHO12 AM
81455bpSOX fell 1 to 5/30 [AMD]<pre> 8 8 7 6 6 6 6 6 6 5 Oct08 Oct09 Oct10 Oct1Gottfried2yesterday
81454NO new 52 week NDX high(s)<pre> 10/19/2018 5 new 52 week NDX low(s) <Gottfried1yesterday
81453bpNDX fell 1 to 37% [CSX]<pre> Mon Tue Wed Thur Fri Mon Tue Wed Thu Fri OGottfried1yesterday
81452This is a pretty good summary of the main points of the Micron-Intel IMFT deal: Sam1yesterday
81451 Micron to buy out Intel's share in flash memory joint venture for $1.5 billFUBHO2yesterday
81450Tsinghua Unigroup new fab construction kicks off Shinee Wu, Taipei; Jessie Shen,Sam2yesterday
81449A Q&A With Micron Technology’s Memory Mastermind Gurtej Sandhu has propellSam1Thursday
8144881% Downside Volume on the NYSE - 71% Downside Volume on the NASDAQ: wsj.com TReturn to Sender1Thursday
81447<i>Intel price dips a small amount, but still a decline.</i> OK folElroy2Thursday
81446bpSOX still 6/30<pre> 8 8 8 7 6 6 6 6 6 6 Oct05 Oct08 Oct09 Oct10 Oct11 OcGottfried2Thursday
81445NO new 52 week NDX high(s) <pre> 10/18/2018 1 new 52 week NDX low(s) &lGottfried2Thursday
81444bpNDX fell 1 to 38% [CTAS]<pre> Fri Mon Tue Wed Thur Fri Mon Tue Wed Thu OGottfried2Thursday
81443 Stocks Slide Amid Global Growth Concerns 18-Oct-18 16:25 ET Dow -327.23 Return to Sender1Thursday
81442Lam Research, ASML earnings spark 'relief rally' for chip-equipment sectDonald Wennerstrom3Thursday
81441The Investors Intelligence Poll has 51.9% Bulls and only 18.3% Bears with 29.8% Return to Sender1Thursday
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