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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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75198Truly an interesting situation in the "semi" market place. The equipmDonald Wennerstrom-38 minutes ago
75197The price hike that is draining tech companies’ profits By Therese Poletti PublSam24 hours ago
7519650% Downside Volume on the NYSE - 58% Upside Volume on the NASDAQ: online.wsj.cReturn to Sender-12 AM
75195Another article on China Inc 's semiconductor ambitions: China’s IC IndustrSam2yesterday
75194From 4:12 pm Closing Market Summary: Investors Wrangled FinancialsReturn to Sender4yesterday
75193bpSOX stays 27/30<pre> Mar09 Mar10 Mar13 Mar14 Mar15 Mar16 Mar17 Mar20 MarGottfried2yesterday
751922 new 52 week NDX high(s) <pre> 03/22/2017 Close Volume CHKP 102.84 13Gottfried3yesterday
75191bpNDX fell three to 75% [BIDU REGN WDC]<pre> Mar09 Mar10 Mar13 Mar14 Mar15Gottfried2yesterday
7519085% Downside Volume on the NYSE - 88% Downside Volume on the NASDAQ: online.wsjReturn to Sender2Tuesday
75189From 4:15 pm Closing Market Summary: Financials Pace Stock Market&Return to Sender3Tuesday
75188bpSOX stays 27/30<pre> Mar08 Mar09 Mar10 Mar13 Mar14 Mar15 Mar16 Mar17 MarGottfried2Tuesday
751878 new 52 week NDX high(s) <pre> 03/21/2017 Close Volume AAPL 139.84 39Gottfried3Tuesday
75186bpNDX fell two to 78% [BMRN WBA]<pre> Mar08 Mar09 Mar10 Mar13 Mar14 Mar15 Gottfried2Tuesday
75185 A big downside in the market today, -10.8 at the bottom line. The chart and taDonald Wennerstrom2Tuesday
75184 Some update on 3D Xpoint by TTD. [graphic]Donald Wennerstrom3Tuesday
75183From 1:50 pm Floor Talk: A Reversal of (Mis)Fortune (:TALKX) :The Return to Sender3Tuesday
75182One view of Intel's Optane. Intel officially introduces Xpoint with the DC Sam1Tuesday
75181Sounds like a good deal for Micron. Micron to Establish its Center of ExcellenSam1Tuesday
75180Did the Parole Board let you out early? LOLWoody_Nickels1Tuesday
7517961% Downside Volume on the NYSE - 50% Upside Volume on the NASDAQ: online.wsj.cReturn to Sender1Monday
75178bpSOX still 27/30 <pre> Mar07 Mar08 Mar09 Mar10 Mar13 Mar14 Mar15 Mar16 MaGottfried2Monday
7517710 new 52 week NDX high(s) <pre> 03/20/2017 Close Volume AAPL 141.46 2Gottfried3Monday
75176bpNDX still 80%<pre> Mar07 Mar08 Mar09 Mar10 Mar13 Mar14 Mar15 Mar16 Mar17Gottfried1Monday
75175From 4:15 pm Closing Market Summary: Stocks Open the Week Lower (:Return to Sender3Monday
75174AMD is getting good "vibes" today. [graphic]Donald Wennerstrom1Monday
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