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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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From: Donald Wennerstrom1/10/2018 7:28:11 PM
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bigchad
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Sam

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Readers of this thread know that when Micron is the subject, the word "cyclical" comes into play. The bears use this as one of the terms to denigrate the stock to maintain a relatively low value compared to almost all semi stocks and certainly compared to any of the stocks reported on in the SOXM. This has been the case for the past many months and is continuing this week wherein after 3 days it is down -5.4%.

The chart is used to show that in reality this is a "bum rap" that is perpetuated continually when Micron is the subject. The chart comparison is between AMAT and MU for the last 20 years. The reader can review the chart and draw their own conclusions, but while there may be specific differences, there are several areas where the "cyclicality" compares rather closely between the 2 stocks.

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