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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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From: Woody_Nickels8/17/2013 11:56:32 PM
   of 95530
 
I must admit that I rarely considered MU and SUNE (WFR, MEMC)
as solid investment opportunities, for the past decade, at least.

SUNE only seems to do well in a commodity business when the
gov't is promoting and financing solar energy projects.

MU was always in the commodity DRAM business, but it's nice to
know that the Elpida acquisition and Intel IP have enabled MU to
become more relevant and profitable, especially wrt NAND production.

Both stocks have been on my 'tech' watchlist forever, however.
Now, I can't summarily dismiss MU, but the chart looks toppy per RTS.

GL

Woody
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