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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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From: Sam2/2/2018 8:06:31 AM
4 Recommendations

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Donald Wennerstrom
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seminole

   of 95479
 
Here is Apple's only reference to the influence of memory pricing on their margins in their Q1 CC:

Certainly, weaker dollar in the long term, if it holds, will be a positive but it's not something that you're going to be seeing translating to gross margin tailwind quickly. And so I think we need to keep that in mind. We also need to keep in mind that we continue to experience a difficult memory pricing environment, which we think is going to start improving as we move into the second half of our fiscal year. But it still has a negative impact in the March quarter.

seekingalpha.com

We'll see if this prediction will prove to be any more accurate than past forecasts.
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