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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: Sam who wrote (78898)2/6/2018 4:45:48 PM
From: Donald Wennerstrom  Read Replies (2) of 95541
 
Perhaps the events of the past couple of days will really change the outlook for the evaluation of Micron. The quote from KeyBanc's Weston Twigg is very important IMO.
The best is yet to come for the next two years, he writes:
With that kind of thinking, it should help the present earnings outlook go from a negative to a positive profile.
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