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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (78552)1/14/2018 5:11:24 PM
From: Sam1 Recommendation

Recommended By
Donald Wennerstrom

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I held that bearish view for a long time. Until the sector consolidated, Micron's takeover of Elpida being the largest part of that. And of course they also bought Rexchip and Inotera, smaller but still consequential deals for them.

Now they need to execute on their 1x DRAM program, their 64 layer NAND, GDDR6, and their mystery Chip #2.
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