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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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83853 450 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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83853Stock market snaps rebound rally; all sectors lose ground 20-Aug-19 16:25 ET Return to Sender-yesterday
838521 New 52 Week High on the NDX - CTAS No New 52 Week LowsReturn to Sender1yesterday
83851BPSOX unchanged at 20: Mon Tues AMAT AMAT AMD AMD ASML ASML CREE CREE CY CY ENReturn to Sender1yesterday
83850BPNDX rises 1 to 44 - [MELI removed ORLY WYNN added] Mon Tues AAPL AAPL ADP ADReturn to Sender2yesterday
83849Japan approves material for Samsung chips: Report | ZDNet Cho Mu-Hyun www.zdnetFUBHO1yesterday
83848Stock market rises 1% in broad-based advance 19-Aug-19 16:15 ET Dow +249.78 Return to Sender2Monday
838473 New 52 Week Highs on the NDX - No New 52 Week Lows: New High CTAS FISV VRSKReturn to Sender2Monday
83846BPSOX rises 4 to 20 - [KLAC MKSI MPWR QRVO added] Fri Mon AMAT AMAT AMD AMD ASReturn to Sender1Monday
83845BPNDX rises 1 to 43 - [LBTYA added] Fri Mon AAPL AAPL ADP ADP AMAT AMAT AMD AMReturn to Sender2Monday
83844Wall Street closes volatile week on higher note 16-Aug-19 16:15 ET Dow +306.6Return to Sender1Sunday
838431 New 52 Week High on the NDX matched by 1 New 52 Week Low: New High New Low FReturn to Sender1Sunday
83842BPSOX rose 1 to 16 - [NVDA added] Mon Tues Wed Thur Fri AMAT AMAT AMAT AMAT AMReturn to Sender-Sunday
83841BPNDX rose 1 to 42 - [NVDA added] Mon Tues Wed Thur Fri AAPL AAPL AAPL AAPL AAReturn to Sender-Sunday
83840Whoops-- those first two lines should read: Here are a couple of excerpts from Sam1last Friday
83839Here is a couple of excerpts from AMAT's CC that is relevant to DRAM and NANSam2last Friday
83838Fall in Prices Offset Bit Shipment Growth, with 2Q19 Revenues of NAND Flash BranSam1last Thursday
83837 Stock market closes mixed, supported by strength in U.S. consumer 15-Aug-19 16:Return to Sender2last Thursday
838367 New 52 Week Lows on the NDX - No New 52 Week Highs: New Low AAL ALGN BIDU BMReturn to Sender4last Thursday
83835BPSOX falls 1 to 15 - [MCHP removed] Mon Tues Wed Thur AMAT AMAT AMAT AMAT AMDReturn to Sender3last Thursday
83834BPNDX falls 3 to 41 - [BKNG JBHT MCHP removed] Mon Tues Wed Thur AAPL AAPL AAPReturn to Sender2last Thursday
83833Aug 15, 2019 Micron Unveils Industry’s Highest-Capacity Monolithic Memory fSam-last Thursday
83832Micron Commences Volume Production of 1z Nanometer DRAM Process Node Micron Sam-last Thursday
83831<i>Intel down another $6, but Corsair moves higher by $11....</i> OElroy-last Thursday
83830 Stock market sells off on recession worries 14-Aug-19 16:20 ET Dow -800.49 Return to Sender3last Wednesday
838296 New 52 Week Lows on the NDX - No New 52 Week Highs: New Low AAL ALGN BMRN FOReturn to Sender2last Wednesday
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