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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 7:55:57 PM
From: Donald Wennerstrom1 Recommendation

Recommended By
Sam

   of 95463
 
For several months, a lot of discussion on MU cyclicality always mentioned by the bears when then want to knock the stock down. The chart shows a 20 period of MU, LRCX and CREE. The latest data from Friday is shown as well.

From the chart, the knock on MU looks like it should be "lack of growth" not cyclicality. The stock has great earnings estimates, but at the moment is in the "pullback mode".

CREE has been much more cyclical and now it appears to be starting to the upside of another cycle even though the earnings estimates are very small.

LRCX has been a magnificent growth stock beginning in 2012 and never looking back. The earnings estimates continue to rise giving relatively low PE values for both years.

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