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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
84110 449 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
84110Trade tensions weigh on Texas Instruments revenue forecast Reuters Sam-2 hours ago
84109Chip stocks slide after Texas Instruments guidance seekingalpha.comSam13 hours ago
84108Wall Street dragged lower by Brexit news 22-Oct-19 16:20 ET Dow -39.54 Return to Sender14 hours ago
84107Texas Instruments -9% after misses, downside forecast seekingalpha.comReturn to Sender15 hours ago
8410610/22/19 4:18 PM ET Chipmaker Texas Instruments (TXN) late Tuesday beat Wall StRobert O15 hours ago
841056 New 52 Week Highs on the NDX - No New 52 Week Lows: New High AAPL CELG DLTR Return to Sender35 hours ago
84104BPSOX Unchanged at 24: Mon Tues AMAT AMAT AMD AMD ASML ASML CY CY ENTG ENTG IPReturn to Sender15 hours ago
84103BPNDX Rises 2 to 61 - [HAS removed BIIB CDNS CTXS added] Mon Tues AAPL AAPL ALReturn to Sender25 hours ago
84102S&P 500 closes above 3000; Boeing drags on Dow 21-Oct-19 16:15 ET Dow +57Return to Sender1yesterday
841015 New 52 Week Highs on the NDX - No New 52 Week Lows: New High AAPL CELG CTAS Return to Sender3yesterday
84100BPSOX Unchanged at 24: Fri Mon AMAT AMAT AMD AMD ASML ASML CY CY ENTG ENTG IPHReturn to Sender1yesterday
84099BPNDX Unchanged at 59: Fri Mon AAPL AAPL ALGN ALGN ALXN ALXN AMAT AMAT AMD AMDReturn to Sender2yesterday
84098Dow dragged lower by Boeing, Johnson & Johnson; tech stocks slide 18-Oct-19 Return to Sender2Sunday
840975 New 52 Week Highs on the NDX - No New 52 Week Lows: New High CELG DLTR JBHT Return to Sender3Sunday
84096BPSOX Unchanged at 24: Mon Tues Wed Thur Fri AMAT AMAT AMAT AMAT AMAT AMD AMD Return to Sender1Sunday
84095BPNDX Remains at 59 - [ADSK removed TMUS added] Mon Tues Wed Thur Fri AAPL AAPReturn to Sender3Sunday
84094Totally agree. Bobrobert b furman-last Thursday
84093I saw that story about TSMC. not only is the 7nm booked for 2020, but the lead tbooney12last Thursday
84092Hi Booney. Lam's on record for calling the trough and confirming the troughrobert b furman-last Thursday
84091S&P 500 gains as earnings results, Brexit news uphold sentiment 17-Oct-19 16Return to Sender1last Thursday
840907 New 52 Week Highs on the NDX - No New 52 Week Lows: New High AMAT CELG CHTR Return to Sender2last Thursday
84089BPSOX Unchanged at 24: Mon Tues Wed Thur AMAT AMAT AMAT AMAT AMD AMD AMD AMD AReturn to Sender-last Thursday
84088BPNDX Rises 1 to 59 - [VRTX added] Mon Tues Wed Thur AAPL AAPL AAPL AAPL ADSK Return to Sender1last Thursday
84087In the conference call they said next years Capex would also be at the same elevbooney1-last Thursday
84086Hi Booney, That would be 3 to 4 billion in pull ins. Outstanding positive newsrobert b furman1last Thursday
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