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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: Return to Sender who wrote (61128)8/17/2013 11:20:00 PM
From: FJB1 Recommendation

Recommended By
Return to Sender

   of 95531
 
If there is no post-Taper meltdown, then Micron Technology is entering the most profitable period in the company's history. There is an unprecedented perfect storm of both DRAM and NAND supply/demand balance where they will be minting big cash with ever wafer.

I think there will be a post-Taper meltdown which has a highly negative impact on this balance from the demand side. Hope I'm wrong about the meltdown, because I am still 60% invested in the market.
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