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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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Recommended by:
Donald Wennerstrom
To: Donald Wennerstrom who wrote (81146)9/18/2018 5:54:36 PM
From: Ian@SI1 Recommendation   of 95530
 
Don,

I believe we agree tht MU is and will remain a leader in its market segment; and,
AMD has a temporary advantage over INTC.

I don't know how low MU will go, nor do I know how high AMD will go.

I do expect that much less than a decade from now, a $ invested in MU
will produce a generous return whereas a $ invested in AMD will yield a
devastating loss.
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