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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
83680 450 0 SOXX
Emcee:  Donald Wennerstrom Type:  Moderated
Introduction Market Data Compact
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
83680Excerpt from TSMC CC. More to come over the weekend when I have more time. &quoSam3yesterday
83679 Microsoft shares hit record highs, powered by growing cloud sales REUTERS 6:5Sam1Thursday
83678Wall Street closes higher, lifted by dovish Fed comments and earnings 18-Jul-1Return to Sender2Thursday
836779 New 52 Week Highs on the NDX - No New Lows Symbol ASML COST CTAS EBAY FISV IReturn to Sender2Thursday
83676BPSOX unchanged at 26 Mon Tues Wed Thur ADI ADI ADI ADI AMAT AMAT AMAT AMAT AMReturn to Sender-Thursday
83675BPNDX falls 2 to 77 - [ILMN NFLX removed] Mon Tues Wed Thur AAPL AAPL AAPL AAPReturn to Sender1Thursday
83674TSMC expects 18% revenue increase in 3Q19 Jul 18, 14:33 Taiwan SemiconductoFUBHO3Thursday
83673<i>Prices bouncing around - Plextor drops $4, while Samsung up $1, Intel uElroy1Thursday
83672 CSX, transport stocks lead market lower 17-Jul-19 16:20 ET Dow -115.78 Return to Sender1Wednesday
836718 New 52 Week Highs on the NDX - No New 52 Week Lows: Symbol ADBE ASML COST CTReturn to Sender2Wednesday
83670BPSOX unchanged at 26 Mon Tues Wed ADI ADI ADI AMAT AMAT AMAT AMD AMD AMD ASMLReturn to Sender-Wednesday
83669BPNDX falls 2 to 79 - [CSX MELI removed] Mon Tues Wed AAPL AAPL AAPL ADBE ADBReturn to Sender1Wednesday
83668ASML +5% beats Q2 EPS, guides Logic strength seekingalpha.com Jul. 17, 2019 7:Return to Sender2Wednesday
83667What the Japan-Korea Trade War Means to the World Sam2Wednesday
83666AMD earnings: What to expect By WallacSam1Wednesday
83665Wall Street closes lower despite positive bank earnings 16-Jul-19 16:20 ET DowReturn to Sender1Tuesday
8366413 New 52 Week Highs and No New 52 Week Lows on the NDX today. I realize I am poReturn to Sender2Tuesday
83663BPNDX rose 1 to 81 - [JBHT added] Mon Tues AAPL AAPL ADBE ADBE ADI ADI ADP ADPReturn to Sender1Tuesday
83662BPSOX unchanged at 26 PnF Buy Signals: Mon Tues ADI ADI AMAT AMAT AMD AMD ASMLReturn to Sender-Tuesday
83661Micron takes on smart manufacturing to fuel memory-hungry sectors In the early Sam1Tuesday
83660UBS boosts Micron target to $47 from $37 on moderating NAND price declines UBSam1Tuesday
83659DRAM/NAND Prices Short Term Affected by Japan-South Korea Trade Tension and TosSam2Tuesday
83658DRAM capex to plunge 28% in 2019, says IC Insights Jessie Shen, DIGITIMES, TaipeSam2Monday
83657 AMD Stock Hits New High on Rising Optimism for Its Chips -- Barrons.com DOW JOSam2Monday
83656Stock market ekes out gains as earnings season begins 15-Jul-19 16:20 ET Dow +Return to Sender2Monday
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