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Technology Stocks : Semi Equipment Analysis
SOXX 270.83+1.0%Nov 21 4:00 PM EST
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To: Donald Wennerstrom who wrote (78772)1/27/2018 7:44:06 PM
From: Kirk ©1 Recommendation

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bigchad

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I sure don't understand the 5 PE other than the belief China will successfully flood the memory market with all the technology they are buying from AMAT, LRCX, ASML, etc....

I heard Lam CEO tell Cramer that the "services" part of the business is steadily growing and it is a requirement to have software updates, etc. for the tools... nice you never really sell them (Mainland Chinese) a complete solution as they need the key code for the software to run.

Maybe the problem with memory is there is no "service contract" written with it....
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