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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
87543 461 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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ReplyMessage PreviewFromRecsPosted
87543 Market Snapshot briefing.com Dow 35677.02 +73.94 (0.Return to Sender2last Friday
8754222 New 52 Week Highs on the NDX Today and No New 52 Week Lows: New Highs: MonReturn to Sender-last Friday
87541BPSOX Remains 17 PnF Buy Signals - [INTC removed NVDA added] Mon Tues Wed ThurReturn to Sender-last Friday
87540BPNDX Rose 2 to 68 PnF Buy Signals - [ATVI EA NVDA added MRNA removed] Mon TueReturn to Sender1last Friday
87539I'm thinking that when chip makers are not busy making new fabs, they are stSun Tzu1last Thursday
87538Run some charts. See if you can find data to support the hypothesis that CDNS anReturn to Sender1last Thursday
87537 Market Snapshot briefing.com Dow 35603.08 -6.26 (-0.Return to Sender1last Thursday
8753613 New 52 Week Highs on the NDX and No New 52 Week Lows: New Highs: Mon Tues Return to Sender1last Thursday
87535BPSOX Rose 1 to 17 PnF Buy Signals - [ENTG INTC added LRCX removed] Mon Tues WReturn to Sender1last Thursday
87534BPNDX Rose 3 to 66 PnF Buy Signals - [ALGN CPRT CSX NFLX REGN added LRCX PYPL reReturn to Sender1last Thursday
87533Over a long run, yes. But in shortish run, say 6mo - 2yr, there are certainly cSun Tzu1last Thursday
87532OT: I find very little evidence of any stocks associated with these industries bReturn to Sender-last Thursday
87531What beautiful charts they have! I wish I had thought of this meme sooner. Are tSun Tzu-last Thursday
87530You should look into CDNS and SNPS. RtSReturn to Sender-last Thursday
87529Most fabless semiconductor companies are "chip design companies". MosElroy1last Thursday
87528Does anyone know about chip design companies? If you are a consumer product comSun Tzu-last Thursday
87527 Market Snapshot briefing.com Dow 35609.34 +152.03 (0Return to Sender2last Wednesday
8752611 New 52 Week Highs on the NDX Today and No New 52 Week Lows: New Highs: MonReturn to Sender1last Wednesday
87525BPSOX Rose 3 to 16 PnF Buy Signals - [CCMP NXPI SWKS added] Mon Tues Wed ADI AReturn to Sender1last Wednesday
87524BPNDX Rose 3 to 63 PnF Buy Signals - [BKNG NFLX removed COST NXPI PTON SWKS VRTXReturn to Sender1last Wednesday
87523 Market Snapshot briefing.com Dow 35457.31 +198.70 (0Return to Sender-last Tuesday
87522Those are very uneasy additions.Sun Tzu-last Tuesday
875219 New 52 Week Highs on the NDX and No New 52 Week Lows: New Highs: Fri Mon TuReturn to Sender1last Tuesday
87520BPSOX Rose 2 to 13 PnF Buy Signals - [SLAB TXN added] Mon Tues ADI ADI AMD AMDReturn to Sender1last Tuesday
87519BPNDX Rose 7 to 60 PnF Buy Signals - [ADSK DOCU FB PDD PYPL TXN ZM added] Mon Return to Sender1last Tuesday
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