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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: Sam12/18/2018 5:01:18 PM
1 Recommendation

Recommended By
Donald Wennerstrom

   of 95531
 
A few slides and notes from Micron's Q1 CC:





[structurally higher gross margins going forward due to cost improvements;
tax rate for FY19 will be about 11%; was about 10% in Q1]





[capex plans $9-9.25b; non-GAAP guidance:
revenue of 5.7-6.3b; GMs 50-53%; opex (missed it); expect EPS of 1.75 +-.0-.10;

the stock is getting hammered AH--down to $31.25-31.50 and jumping around a lot.
EDIT: Now back to 32.25-32.51, lol]
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