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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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To: FJB who wrote (81002)	9/8/2018 2:25:20 AM
From: Elroy	1 Recommendation of 95530

The global DRAM and NAND flash sectors are expected to see their combined output value grow less than 30% in 2018, according to Digitimes Research. The growth will slow to a single-digit rate in 2019. "Output value"? Does he mean "sales"? Why not just write "sales"? Server shipments worldwide are forecast to climb over 15% in 2018, while memory content per box for servers continues rising. "Shipments"? Does this mean server units shipped will increase by 15%? He's probably talking about sales, but who knows? Sales, bits, units, they aren't the same. But come on, "output value"?

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