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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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76780bpNDX still 52%<pre> Aug08 Aug09 Aug10 Aug11 Apr14 Aug15 Aug16 Aug17 Aug18Gottfried-8 minutes ago
76779That chart looks like a very healthy gap fill! A lot of (not Lost) debate at &qKirk ©1an hour ago
76778 How quickly the market forgets. [graphic]Donald Wennerstrom-6 hours ago
76777Good morning. Happy Monday. Hope you had a good weekend. The Asian/Pacific mReturn to Sender-9 hours ago
76776 Here is an article with graphs that address present market evaluations. financDonald Wennerstrom1yesterday
76775 I feel the same way about it. At this point, arguing about it is useless.The enDonald Wennerstrom-yesterday
76774Thursday and Friday a Repeat of the Prior Week (Weekend Newsletter) investmentReturn to Sender1yesterday
76773As you say, there is a huge war going on between the bulls and the bears on MicrSam1yesterday
76772 Interesting, apparently Micron is not important enough to mention. [graphic] Donald Wennerstrom-yesterday
76771My general sense is that there is a big war going on between the bulls and bearsDonald Wennerstrom1yesterday
76770 Flash shortage may last throughout 2018 The flash storage shortage is expected Sam-yesterday
76769That is at least the third or fourth bearish article that that has written over Sam-yesterday
76768 Still lots of bears out there on Micron. Another one is writing about shortingDonald Wennerstrom1yesterday
76767 Hindenburg Omens Flashing Major Warning Signal for the Stock Market financiaReturn to Sender1Saturday
7676649% Downside Volume on the NYSE - 56% Downside Volume on the NASDAQ: online.wsjReturn to Sender-Saturday
76765 Equities End the Week on a Lower Note 18-Aug-17 16:30 ET Dow -76.22 Return to Sender1Saturday
76764Media Alert: New 8th Gen Intel Core Processor Family to Debut Aug. 21 Sam2Saturday
76763 This is the updated weekly values for the SOXM stocks earnings estimates and PEDonald Wennerstrom2Saturday
76762 This is the weekly update of the performance of the SOXM stocks and major indicDonald Wennerstrom2Saturday
76761 This is the same SOXM data as the last post, but this time it is sorted by PE. Donald Wennerstrom2Saturday
76760 This is the same SOXM data as the last post, but this time it is sorted by PEG.Donald Wennerstrom1Saturday
76759 This is the weekly look at the SOXM stocks in terms of earnings estimates, growDonald Wennerstrom2Saturday
76758 This is the weekly look at the consensus 12 month target prices for the SOXM stDonald Wennerstrom2Saturday
76757 This is the weekly look at the change table for the SOXM stocks in terms of sevDonald Wennerstrom2Saturday
76756Samsung Electronics to Build 6-Trillion-Won Hwaseong Line 18 Earlier Than PlanneFUBHO2Saturday
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