SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 183.47-6.4%10:41 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bigchad who wrote (3768)5/18/2018 8:54:38 PM
From: Elroy  Read Replies (1) of 4828
 
If AMAT is lowering revenue guidance and saying NAND spending especially is going down, you would think that stocks like Micron would go up right? The decreased spending that AMAT is signaling is a clear indication of of industry players are being rational right? I am a man of very average intelligence but even i can figure this out very easily. Why is Micron down a over a dollar at the open and WDC down as well? Geez, wake up already people!!!!

By that logic.........

When AMAT says NAND equipment purchases are increasing, it's good for the NAND makers because demand for NAND is so strong that they've gotta buy more equipment to meet the strong demand.

When AMAT says NAND equipment purchases are decreasing it's good for the NAND makers because they aren't going to produce too much in the future, and won't over produce which would lower supply, it's good, they're being rationale.

When AMAT says NAND equipment purchases are about flat, it's great for the NAND makers because they are at perfect equilibrium and won't make too much NAND and also won't make too litte NAND, they will make the amount of NAND that is juuuuuuust right.

When AMAT doesn't discuss NAND at all it's good for the NAND makers because there was no bad news.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News