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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
85146 454 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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85146Nanya Technology upbeat about demand, prices Lee Pei-ing said the momentum wouldSam-an hour ago
85145Stocks give up intraday gains on China uncertainty 28-May-20 16:20 ET Dow -1Return to Sender27 hours ago
851449 New 52 Week Highs on the NDX and No New 52 Week Lows: New High ASML CDNS EA Return to Sender18 hours ago
85143BPSOX Unchanged at 23 Point and Figure Buy Signals Out of 30: Tues Wed Thur ADReturn to Sender18 hours ago
85142BPNDX Rose 1 to 75 - [CERN added] Tues Wed Thur AAPL AAPL AAPL ADBE ADBE ADBE Return to Sender18 hours ago
85141 AMD to Present at Bank of America Securities Global Technology Conference GLOBSam-9 AM
85140Well, your expectations may not have been low but Mr. Market's obviously werSam-yesterday
85139<i>He is just implying that expectations are extremely low.</i> OthElroy-yesterday
85138How can revenue results be much better than expected, AND have overall demand neSam-yesterday
85137<i>Baird analyst Tristan Gerra points out in a research note that Micron aElroy1yesterday
85136 Micron Stock Jumps on Improved Outlook for May Quarter -- DSam1yesterday
85135This is a project which tracks SSD price changes. I've chosen six SSD modelElroy1yesterday
85134Ok, I'm going to update the SSD models, and I guess I'll increase the SSElroy2yesterday
85133<i>Price drops across the board....</i> OK folks - I'm going toElroy1yesterday
85132Lam Research Corporation Announces Participation at Upcoming Conference MaySam1yesterday
85131Value stocks lead market higher 27-May-20 16:25 ET Dow +553.16 at 2Return to Sender3yesterday
851302 New 52 Week Highs on the NDX and No New 52 Week Lows: New High FAST MNSTReturn to Sender3yesterday
85129BPSOX Unchanged at 23 - Sorry that yesterday I listed the information as being fReturn to Sender2yesterday
85128BPNDX Fell 2 to 74 - [MU added KLAC MELI ZM removed] Tues Wed AAPL AAPL ADBE AReturn to Sender2yesterday
85127Micron Technology to Report Fiscal Third Quarter Results on June 29, 2020 GLOBESam-yesterday
85126 Micron Technology Lifts Fiscal Q3 Guidance; Shares Rise MT NEWSWIRES 2:33 PM ESam-yesterday
85125Caught between the US and China, Korean chipmakers on edge By Song Su-hyun PubliSam2Tuesday
85124Stocks rise to start the week 26-May-20 16:20 ET Dow +529.95 at 249Return to Sender3Tuesday
8512310 New 52 Week Highs on the NDX and No New 52 Week Lows: New High ADBE BMRN EBReturn to Sender3Tuesday
85122BPSOX Rose 1 to 23 - [MKSI added] Fri Mon ADI ADI AMAT AMAT ASML ASML AVGO AVGReturn to Sender2Tuesday
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