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Technology Stocks
Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
81944 446 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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81944This web site appears to have monthly price information on various memory types Elroy-5 hours ago
81943This is the weekly look at the SOXM stocks Current and Next Year earnings estimaDonald Wennerstrom-yesterday
81942This is the weekly update of the performance of the SOXM stocks and major indiceDonald Wennerstrom-yesterday
81941This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom-yesterday
81940This is the same SOXM data as the last post, but this time it is sorted by PEG. Donald Wennerstrom-yesterday
81939This is the weekly look at the SOXM stocks in terms of earnings estimates, growtDonald Wennerstrom-yesterday
81938This is the weekly look at the consensus 12 month target prices for the SOXM stoDonald Wennerstrom1yesterday
81937This is the weekly look at the change table for the SOXM stocks in terms of seveDonald Wennerstrom1yesterday
81936InvestmentHouse - OPEC Cuts Production More Than Expected (Weekend Newsletter) Return to Sender1yesterday
8193580% Downside Volume on the NYSE - 81% Downside Volume on the NASDAQ: wsj.com FReturn to Sender-Saturday
81934Stocks End Losing Week on Downbeat Note 07-Dec-18 16:25 ET Dow -558.72 Return to Sender1Saturday
81933<i>they also said that they weren't going to bring them up until demanElroy-last Friday
81932bpSOX fell 4 t16/30 [KLAC LRCX MCHP MKSI]<pre> 12 13 16 16 18 22 22 22 20Gottfried3last Friday
81931NO new 52 week NDX high(s) <pre> 12/07/2018 2 new 52 week NDX low(s) &Gottfried2last Friday
81930bpNDX fell 8 to 54% [AAL CSX CTXS KLAC LRCX MCHP STX WDC]<pre> Mon Tues WGottfried2last Friday
81929True they are both building shells, but they also said that they weren't goiSam1last Friday
81928<i>“Samsung and SK hynix are refraining from increasing shipments in orderElroy-last Friday
81927This is the weekly update of the 13 week rolling quarter for the SOXM stocks andDonald Wennerstrom2last Friday
81926This is the weekly look at the performance of the SOXM stocks and major indices Donald Wennerstrom2last Friday
81925 Reshuffle of Samsung, SK hynix CEOs send positive signals to market: analSam2last Friday
8192464% Downside Volume on the NYSE - 57% Upside Volume on the NASDAQ: wsj.com ThuReturn to Sender1last Thursday
81923Shipment outlook hits Nanya shares By Lisa Wang / Staff reporter NanSam1last Thursday
81922<i>I doubt these small price changes are meaningful, but I'm always suElroy-last Thursday
81921AVGO earnings report hit a "homerun". Broadcom beats by $0.27, reportDonald Wennerstrom1last Thursday
81920bpSOX fell 2 to 20/30 [AVGO QRVO]<pre> 11 12 13 16 16 18 22 22 22 20 Nov23Gottfried3last Thursday
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