Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: Sam who wrote (76080)	6/27/2017 3:44:17 PM
From: John Pitera	Read Replies (1) of 95652

NVDA's business has totally been transformed from a Chip maker for games, their move into Data storage, GPU's for over 250 different industries that are OEM's original equipment Manufactures.... NVDA technology in every cloud computer company, their Super-computing work..... Inferencing... and the GPU's ability to for visualization and triangulation make them a central hub for the work going on in autonomous vehicles... drones, energy extraction... Other Semi makers are building much more sophisticated products than DRAM... the DRAM cycle has always been unpredictable.... especially the huge swings in pricing. It's very hard to forecast anything 18 -24 months out as the world, technology and financial markets move increasingly faster and faster. John

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