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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST
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To: Donald Wennerstrom who wrote (78266)12/20/2017 5:31:23 PM
From: Kirk ©1 Recommendation

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A moat would be if one of their memory designs had patents that even the Chinese could not violate then sell knockoffs here in the US. Think of Qualcom for a good example here.

Another moat would be if they make their chips like Intel does in the US and have a year or two lead over their nearest competitor on manufacturing in volume with good yield. You'd have to convince me Samsung doesn't have this lead....
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