SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Donald Wennerstrom
To: Donald Wennerstrom who wrote (76772)8/20/2017 8:47:40 PM
From: Sam1 Recommendation  Read Replies (1) of 95572
 
As you say, there is a huge war going on between the bulls and the bears on Micron. Their view depends on whether people believe "Its different this time" or not. And if this is a "Supercycle" for semiconductors.

At this point, arguing about it is useless. The arguments have been made again and again. Micron must execute. If they do, time will tell which perspective is correct.

IMHO, as you know, my opinion is that the answer to both questions is "Yes."
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News