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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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80503 443 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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80503InvestmentHouse - Stocks Turn Pensive Ahead of Big Earnings Week (Weekend NewsleReturn to Sender2yesterday
80502 54% Downside Volume on the NYSE - 56% Downside Volume on the NASDAQ: wsj.com Return to Sender-yesterday
80501Stocks Tick Higher Despite Bank Underperformance 13-Jul-18 16:30 ET Dow +94.52Return to Sender1yesterday
80500 This is the weekly look at the consensus Current and Next Year earnings and PE Donald Wennerstrom1Saturday
80499 This is the weekly update of the performance of the SOXM stocks since the 1st oDonald Wennerstrom1Saturday
80498 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1Saturday
80497 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1Saturday
80496 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom1Saturday
80495 This is the weekly comparison of the consensus 12 month target prices for the SDonald Wennerstrom1Saturday
80494 This is the weekly look at the SOXM change table in terms of several parametersDonald Wennerstrom2Saturday
80493It is the same point that we make over and over again on S.I. Moore's laww0z-last Friday
80492It is the same point that we make over and over again on S.I. As long as costs gSam1last Friday
80491One sentence in particular caught my eye. People are worried that NAND flash memDonald Wennerstrom-last Friday
80490 Paul W: Chip ip Stocks Look Cheap -- Barrons.com DOW JONES & COMPANY, INCSam1last Friday
80489Here is an except from an article written at the beginning of the year concerninDonald Wennerstrom1last Friday
80488 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom2last Friday
80487bpSOX still 14/30<pre> 14 15 14 14 14 16 16 16 14 14 Jun29 Jul02 Jul03 JulGottfried2last Friday
80486This is the weekly look at the SOXM stocks and major indices performance in actuDonald Wennerstrom2last Friday
80485I just use retail at Newegg for DRAM pricing. If DRAM is in short supply, as itFUBHO1last Friday
8048417 new 52 week NDX high(s) <pre> 07/13/2018 Close Volume ADBE 258.59 39Gottfried2last Friday
80483I have been looking for some charts that show "long term" pricing trenDonald Wennerstrom2last Friday
80482bpNDX rose 1 to 68% [ULTA]<pre> Fri Mon Tue Thurs Fri Mon Tue Wed Thu Fri Gottfried2last Friday
80481Until recently, with DRAM being used up by hyper-scalers. The boom/bust cycle iFUBHO-last Friday
80480Seems like bit of a stretch to try to correlate NAND prices to CAPEX spending. Donald Wennerstrom1last Friday
8047961% Upside Volume on the NYSE - 71% Upside Volume on the NASDAQ: wsj.com ThursReturn to Sender1last Thursday
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