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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%4:00 PM EST
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Donald Wennerstrom
To: Sam who wrote (79078)2/27/2018 7:47:33 PM
From: bigchad1 Recommendation   of 95500
 
If you listened to the excellent presentation at the Morgan Stanley TMT conference today by Micron executives you would think that "Micron Solutions" would be a perfect name to change to. Sumit Sadana, Micron's EVP and sort of the COO really pushed how Micron is trying to transform itself away from a component supplier to more of a solutions provider working closely with its customers helping them innovate and becoming essential partners. Sounds like they are trying to get a higher multiple than 4X.
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