Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Sam who wrote (85587)	9/7/2020 10:51:04 AM
From: Sun Tzu	of 95530

CNBC (and many other places). Trump is considering banning SMCI...and presumably the rest of Chinese high tech cos as the time goes on. This will put a major dent in SOX if they end up losing such a big chunk of their business. Not to mention we don't know how China will retaliate.

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