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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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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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80819No doubt Mr Tidwell is bullish on Micron. This phrase caught my eye. Given deceDonald Wennerstrom16 hours ago
80818 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom1yesterday
80817Nice article on SA by Mr. Tidwell: The Best Of Times? Micron And The Industryw0z1yesterday
808169 new 52 week NDX high(s) <pre> 08/17/2018 Close Volume AAPL 217.58 350Gottfried1yesterday
80815This is the weekly look at the performance of the SOXM stocks and major indices Donald Wennerstrom2yesterday
80814bpNDX fell 3 to 55% [GOOGL MELI TXN]<pre> Mon Tue Wed Thurs Fri Mon Tues WGottfried1yesterday
80813Micron down again on AMAT and Nvidia results I guess. Or maybe it's down obigchad1yesterday
8081273% Upside Volume on the NYSE - 56% Upside Volume on the NASDAQ: wsj.com ThursReturn to Sender1Thursday
80811UPDATE 2-Applied Materials weak forecast fans concerns over chip boom end 32 minSam2Thursday
80810 Nvidia forecast lags Wall Street as crypto demand evaporates REUTERS 5:49 PMSam2Thursday
80809bpSOX still 15/30<pre> 15 15 15 17 17 16 15 15 15 15 Aug03 Aug06 Aug07 AugGottfried3Thursday
808088 new 52 week NDX high(s) <pre> 08/16/2018 Close Volume AAPL 213.32 275Gottfried3Thursday
80807Wall Street Rebounds As U.S.-China Trade Talks Resume 16-Aug-18 16:20 ET Dow Return to Sender2Thursday
80806bpNDX fell 1 to 58% [KHC]<pre> Fri Mon Tue Wed Thurs Fri Mon Tues Wed Thu Gottfried2Thursday
80805Nvidia's stock falls 5% as weak crypto-mining sales ding outlook MARKETWATCSam2Thursday
80804Not pretty indeed, downright uglyuglyugly. It seems that Mr. Market is in a foulSam2Thursday
80803 This is the 4 day look at this week's action. Not a pretty sight for the sDonald Wennerstrom4Thursday
80802Applied Materials stock falls after earnings beat, weak guidance MARKETWATCH 4Sam2Thursday
80801And here is something to counter that from the WSJ: The Dow just registered itsSam2Thursday
80800 Here is today's update on the S&P-500 situation. Micron continues to fDonald Wennerstrom2Thursday
80799Great charts and tables RtS. You have outdone yourself again. Very informativeDonald Wennerstrom1Thursday
80798A short article from Bloomberg just released today points out that Micron has beDonald Wennerstrom2Thursday
80797Historical Bull and Bear Markets of the S&P 500 Aug 16, 2018 bespokeReturn to Sender3Thursday
80796 <i>I am not sure why you picked 2014 as a starting point.</I> JustElroy-Thursday
80795bpSOX stays 15/30<pre> 15 15 15 15 17 17 16 15 15 15 Aug02 Aug03 Aug06 AugGottfried2Wednesday
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