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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Donald Wennerstrom who wrote (78497)	1/10/2018 9:24:01 PM
From: Kirk ©	Read Replies (1) of 95565

Is that chart adjusting for dividends paid? Also, how about debt? AMAT used to be over valued relative to the sector and market by 2x. It took a long time to get rid of that and get passed by LRCX.... you might recall on this thread 18 to 20 yrs ago a guy called Carrie used to tell me how worthless LRCX was and how special AMAT and a few other over valued stocks like Maxim were..... I own AMAT buying when it is in the dirt cheap part of its cycles then take profits when up, just like Lam... but I haven't been able to pull the trigger on Micron or AMD for that matter. You might be right about MU, but it is possible the new tax law will make it even easier for others to compete.... buy capital equipment from LRCX and AMAT to compete with the memory that is NOW in short supply. I'd not be surprise to see Apple make an effort to secure its own supply in the US.

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