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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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79274ECRI seems to be trying to become relevant again after their huge flub back arouw0z-5 hours ago
79273bpSOX stays 26/30<pre> Mar05 Mar06 Mar07 Mar08 Mar09 Mar12 Mar13 Mar14 MaGottfried1yesterday
792728 new 52 week NDX high(s) <pre> 03/16/2018 Close Volume ADBE 225.55 87Gottfried2yesterday
79271bpNDX fell one to 71% [TSLA]<pre> Th Fri Mon Tues Wed Thu Fri Mar08 Mar0Gottfried2yesterday
79269Micron: Have No Fear for Samsung’s DRAM Ramp, Says KeyBanc Sam1yesterday
79268 This is the weekly update of the 13 week rolling quarter for the SOXM stocks anDonald Wennerstrom2yesterday
79267 This is the weekly look at the SOXM stocks and major indices in terms of actualDonald Wennerstrom2yesterday
79266Very interesting article as you point out. They may be right and they may be wrDonald Wennerstrom-yesterday
79265Could Micron Be the Hottest Tech Stock in 2018? By Chris LangeSam-yesterday
79264OT-- general economy article ECRI seems to be trying to become relevant again aSam2yesterday
79263Sure looks like MU is pinned at 60 for this options expiration day.edward miller-yesterday
79262You might want to recheck your numbers. China may import $100 of semiconductor pKirk ©1yesterday
79261<i>China wants to develop its domestic semiconductor industry because it cElroy-yesterday
79260Will China Succeed In Memory? The country is banking on DRAM and NAND to reduce Sam1yesterday
79259Micron Technology (MU) PT Raised to $100 at Baird, Remains Top Pick for 2018 on Sam1yesterday
7925866% Downside Volume on the NYSE - 60% Downside Volume on the NASDAQ: TReturn to Sender1yesterday
79257Samsung ups the ante on image sensors PUBLISHED :March 15, 2018 - 16:Sam1yesterday
79256Qualcomm's ex-chairman is trying to buy the company with help from investorsSam-yesterday
79255Looks like Intel will make lemonade out of Spectre and Meltdown. Intel Sam-Thursday
79254Markets Are Finally Appreciating How Micron's Largest Business Has Changed Sam2Thursday
79253bpSOX falls one to 25/30 [QRVO]<pre> Mar02 Mar05 Mar06 Mar07 Mar08 Mar09 MGottfried2Thursday
792522 new 52 week NDX high(s) <pre> 03/15/2018 Close Volume CTSH 84.83 296Gottfried1Thursday
79251bpNDX rose one to 72% [NTES]<pre> Th Fri Mon Tues Wed Thu Mar08 Mar09 MaGottfried1Thursday
79250S&P 500 Ends Up & Down Session A Tick Lower 15-Mar-18 16:30 ET Dow +11Return to Sender1Thursday
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