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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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Donald Wennerstrom

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To: Donald Wennerstrom who wrote (78651)	1/21/2018 8:40:06 PM
From: Sam	2 Recommendations of 95574

I don't believe that the memory market is stagnant. There are plenty of new AI applications that demand some form or another of it. How well will supply and demand be matched over the next few years, that is the question. That will depend on a number of factors that are currently unknowable. At least, unknowable by me. How quickly will the new sources of demand ramp up vs. how quickly will the new sources of supply be ramped by the three companies that currently count. And will the Chinese be able to produce usable DRAM in any meaningful quantities any time soon.

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