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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
Posts SubjectMarks Bans Symbol
88602 464 0 SOXX
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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ReplyMessage PreviewFromRecsPosted
88602Ouch, 27 percent miss on forward EPS and 37 percent miss on revenues for micron Johnny Canuck-4 hours ago
88601This is almost always true. The only times it is not true is when dealing with nSun Tzu-5 hours ago
88600The late, much lamented Zeev Hed would always say, "When the TA contradictsSam-5 hours ago
88599What I've learned, is to never go against the tape when the chips are down. Sun Tzu-7 hours ago
88598Is GM change correct, and is it down ~$9 I can figure out the rest, even if youSr K-7 hours ago
88597No, I didn't do it. I have seen errors in the reporting from ocReturn to Sender17 hours ago
88596Just wait for the 90% upside day Elroy. It will likely happen on a day that it mReturn to Sender17 hours ago
88595At some point we will get one of these earnings results which stink, and the shaElroy-7 hours ago
88594Okay, so Micron is not going to make next quarters numbers? I say so what. DesReturn to Sender27 hours ago
88593On GM, did you transpose the first 2 numbers? Yesterday, it was 33, Check that Sr K-7 hours ago
88592Micron forecasts fourth-quarter profit below estimates Micron forecasts fourth-Return to Sender17 hours ago
88591 Market Snapshot Dow 30724.83 -304.48 (-Return to Sender18 hours ago
8859010 New 52 Week Lows on the NDX Today and No New 52 Week Highs: New Lows: Wed Return to Sender28 hours ago
88589BPSOX Fell 3 to 6 PnF Buy Signals - [ASML KLAC QRVO removed] Mon Tues Wed ThurReturn to Sender18 hours ago
88588Ya got me, I've only paid attention to them as a SIMO customer. If you'Elroy18 hours ago
88587BPNDX Fell 7 to 45 PnF Buy Signals - [ASML DOCU GOOGL KLAC NFLX PDD SPLK ZM remoReturn to Sender18 hours ago
88586MU always sandbags their projection, BUT--this much??oldbeachlvr-8 hours ago
88585Yeah, sales going from $8.6 billion to $7.2 billion next Q is a pretty big drop.Elroy-8 hours ago
88584MU beats in 3rd Q; guidance terrible--about $1 below consensusoldbeachlvr-8 hours ago
88583OT: Sure is!!! It sure is 8 and not 7. I retire from my "real job"Return to Sender3yesterday
88582That's 8Sr K-yesterday
88581 Here's What Rosenblatt Expects From Micron's Upcoming Quarterly ResultSam3yesterday
88580 Market Snapshot Dow 31029.31 +82.32 (0.Return to Sender2yesterday
885797 New 52 Week Lows on the NDX Today and 4 of them are Semiconductor Related StocReturn to Sender1yesterday
88578BPSOX Fell 5 to 9 PnF Buy Signals - [AMD ENTG MPWR NVDA TER removed] Mon Tues Return to Sender2yesterday
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