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Wennerstrom Semi Equipment Analysis
An SI Board Since October 2000
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77488 480 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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77488 DXI keeps going "onward and upward" [graphic]Donald Wennerstrom-yesterday
77487Wafer Shipments Forecast to Rise Through 2019 10/19/2017 00:01 AM EDT SAN FRANCDonald Wennerstrom-yesterday
77486DRAM ASP to rise in Q1 19th October 2017 excerpt: “DDonald Wennerstrom-yesterday
77485 TSMC expecting quarterly growth of 10 percent for Q4 Fri, Oct 20, 2017 taipeitDonald Wennerstrom-yesterday
77484 This is the weekly updated SOXM table with Current and Next year values for earDonald Wennerstrom1yesterday
77483 This is the weekly update of the SOXM stocks and major indices from the 1st of Donald Wennerstrom-yesterday
77482This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom1yesterday
77481This is the same SOXM data as the last post, but this time it is sorted by PEG. Donald Wennerstrom-yesterday
77480This is the weekly look at the SOXM stocks in terms of earnings estimates, growtDonald Wennerstrom1yesterday
77479This is the weekly look at the consensus 12 month target prices for the SOXM stoDonald Wennerstrom1yesterday
77478This is the weekly look at the change table for the SOXM stocks in terms of seveDonald Wennerstrom1yesterday
77477They keep pushing the year of the correction out. At some point, they undoubtedlSam1yesterday
77476Good article with a nice bit of praise for Micron, but the bears never give up, Donald Wennerstrom1yesterday
77475More details on the UBS call: Micron to Become Net Cash Positive by 2018: UBS Sam1yesterday
77474ALGN added, CELG dropped, IDXX and XRAY added. Thanks for catching my omissions!Gottfried-last Friday
77473This is the weekly update of the 13 week rolling quarter for the SOXM stocks andDonald Wennerstrom1last Friday
77472This is the weekly look at the SOXM stocks and major indices in terms of percentDonald Wennerstrom1last Friday
77471IDXX IDXX is one, but at the top of the list I see ALGN added; and CELG dropped.Sr K1last Friday
77470bpSOX stays 24/30<pre> Oct09 Oct10 Oct11 Oct12 Oct13 Oct16 Oct17 Oct18 OctGottfried2last Friday
7746922 new 52 week NDX high(s) <pre> 10/20/2017 Close Volume ADBE 175.64 6Gottfried2last Friday
77468bpNDx rose two to 59% [IDXX IDXX]<pre> Oct09 Oct10 Oct11 Oct12 Oct13 Oct16Gottfried1last Friday
77467North American Semiconductor Equipment Industry Posts September 2017 Billings sDonald Wennerstrom4last Friday
77466Is ASML really going to allow this to happen? Keeping Leadership in 7-nano EraSam3last Thursday
77465Another Buzzer Beater on Wall Street 19-Oct-17 16:30 ET Dow +5.44 atReturn to Sender4last Thursday
77464You have to love it when you own half the names on the new high list.... but my Kirk ©1last Thursday
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