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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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78183 485 0 $SOX
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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78183 This is the weekly update of the 28 stock SOXM history since March of this yearDonald Wennerstrom-16 minutes ago
78182 This is the weekly update of the SOXM stocks Current Year and Next Year earningDonald Wennerstrom-25 minutes ago
78181 This is the weekly update of the SOXM stocks and major indices performance sincDonald Wennerstrom-39 minutes ago
78180 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom-43 minutes ago
78179 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom-44 minutes ago
78178 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom-46 minutes ago
78177bpSOX stays 17/30<pre> Dec04 Dec05 Dec06 Dec07 Dec08 Dec11 Dec12 Dec13 DecGottfried2an hour ago
781768 new 52 week NDX high(s) <pre> 12/15/2017 Close Volume COST 192.73 84Gottfried2an hour ago
78175bpNDX rose one to 64% [ATVI]<pre> Dec04 Dec05 Dec06 Dec07 Dec08 Dec11 Dec1Gottfried22 hours ago
78174 This is a comparison of the consensus 12 month target prices for the SOXM stockDonald Wennerstrom23 hours ago
78173 This is the weekly look at the change table for the SOXM stocks in terms of sevDonald Wennerstrom13 hours ago
78172 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom13 hours ago
78171 This is the weekly look at the SOXM stocks and major indices in terms of actualDonald Wennerstrom23 hours ago
78170Anybody fully understand how new tax law will affect effective tax rate of LRCX?booney1-4 hours ago
78169 Intel's Stock Surges Back Above 50-day MA, Paces Dow Gainers Amid Broad ChiDonald Wennerstrom25 hours ago
78168 Micron: Buy any Volatility, It's a cash machine. [graphic]Donald Wennerstrom39 hours ago
78167Top 10 Technology Trends for 2018: IEEE Computer Society Predicts the Future of Gottfried24 AM
7816670% Downside Volume on the NYSE - 60% Downside Volume on the NASDAQ: wsj.com TReturn to Sender2yesterday
78165bpSOX rose one to 17/30 [TXN]<pre> Dec01 Dec04 Dec05 Dec06 Dec07 Dec08 DecGottfried4yesterday
781643 new 52 week NDX high(s) <pre> 12/14/2017 Close Volume FOXA 34.88 553Gottfried3yesterday
78163bpNDX stays 63%<pre> Nov30 Dec01 Dec04 Dec05 Dec06 Dec07 Dec08 Dec11 Dec12Gottfried2yesterday
78162 Wall Street Slips as Investors Continue to Chew On Tax Reform 14-Dec-17 16:15 Return to Sender3yesterday
78161 Here is a report from SEMI which shows growth in 2017 and further estimated groDonald Wennerstrom3yesterday
78160Micron stock rises after MKM says 'favorable supply/demand environment' Donald Wennerstrom5yesterday
78159 Applied Material is the one to own in 2018 [graphic] [graphic]Donald Wennerstrom4yesterday
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