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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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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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76108HI Donald, Thank you for your very thoughtful response. Your reasoning is quitJohn P-4 hours ago
76107Investors' Soapbox: Intel, AMD Face Near-Term Supply Headwinds -- Barrons.coSam15 hours ago
76106Apple may take Advantage of Samsung's Revolutionary eMRAM Chip that will SupSam26 hours ago
76105 Samsung will eat Chipzilla in second quarter Sam16 hours ago
76104here is anandtech's piece on Lexar being discontinued. Micron Discontinues Sam26 hours ago
76103<i>Apparently the margins for internal memory cards are higher than for reElroy-7 hours ago
7610278% Upside Volume on the NYSE - 76% Upside Volume on the NASDAQ: online.wsj.comReturn to Sender3yesterday
76101NVDA got a sell signal in the morning, and probably a buy signal later in the moSr K-yesterday
76100bpSOX fell one to 21/30 [NVDA]<pre> Jun15 Jun16 Jun19 Jun20 Jun21 Jun22 JuGottfried4yesterday
76099NO new 52 week NDX high(s) <pre> 06/28/2017 1 new 52 week NDX low(s) Gottfried4yesterday
76098bpNDX fell one to 70% [NVDA]<pre> Jun15 Jun16 Jun19 Jun20 Jun21 Jun22 Jun2Gottfried3yesterday
76097From 4:26 pm Closing Market Summary: Stocks Bounce Back from TuesdReturn to Sender3yesterday
76096Thank RtS. Apparently the margins for internal memory cards are higher than forw0z1yesterday
76095The Lexar stuff is basically thumb drives while Crucial does memory for computerReturn to Sender-yesterday
76094But memory sticks are also a significant part of their product line: crucial.cow0z-yesterday
76093Crucial is their SSD brand. They aren't dropping that, they will be focusingSam-yesterday
76092Sam- What about Crucial? Isn't it also a part of Micron?w0z-yesterday
76091Micron Discontinuing Lexar Removable Storage Retail Business Jay Hawkins Sam-yesterday
76090OT -- This is an article on the hype and the shortcomings of AI which I think peSam1yesterday
7608961% Downside Volume on the NYSE - 76% Downside Volume on the NASDAQ: online.wsjReturn to Sender3Tuesday
76088bpSOX fell two to 22/30 [TXN SWKS]<pre> Jun14 Jun15 Jun16 Jun19 Jun20 Jun2Gottfried4Tuesday
76087NO new 52 week NDX high(s) <pre> 06/27/2017 NO new 52 week NDX low(s)Gottfried3Tuesday
76086bpNDX fell three to 71% [TSLA TXN SWKS]<pre> Jun14 Jun15 Jun16 Jun19 Jun20Gottfried3Tuesday
76085From 4:27 pm Closing Market Summary: Bears Dominate on Tuesday (:WReturn to Sender3Tuesday
76084 The first 2 days of the week are red with the exception of POWI. [graphic]Donald Wennerstrom2Tuesday
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