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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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To: FJB who wrote (54873)12/12/2011 3:00:30 PM
From: Jacob Snyder  Read Replies (2) of 95525
 
re DRAM market: Of the top 4 (who together have 91% of the market), MU looks like it's doing the best, with the smallest decline in revenues. In the next recession, this unprofitable quadropoly will probably become an unprofitable tripopoly.

Is there an ETF for companies in commodity capital-intensive industries? I'm always looking for shorting opportunities.
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