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Technology Stocks : Semi Equipment Analysis
SOXX 298.01-0.5%Dec 15 4:00 PM EST

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To: Sam who wrote (77150)9/25/2017 3:36:05 PM
From: Donald Wennerstrom2 Recommendations

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Sam

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That is so true!
painting the entire semiconductor sector with one broad brush is silly.

Obviously, Micron is in a class of its own because it is a memory supplier. The weekly tables prove that is true by looking at the market evaluation metrics. Also, Micron is put in the class of being a "commodity" supplier by the market. Micron is categorized as being the 3rd largest supplier of memory behind Samsung and Hynix. Therefore, this must be a "triple" whammy to put on Micron market value.

I wondered about the definition of a commodity the other day so I went to the final authority to see what they had to say, and here it is.

merriam-webster.com

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