Semi Equipment Analysis Message Board

STOCKTALK

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 : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bigchad who wrote (81200)	9/20/2018 7:15:25 PM
From: Elroy	Read Replies (1) of 95574

With all the noise around margins collapsing* in NAND the last 3 months that is truly remarkable.* Discussion over the past few months have been about NAND prices collapsing. If MU can bring down their COGS faster than the NAND prices fall, then MU's gross margins will rise. We only get gross margin info in quarterly reports, but we can see retail price declines in real time. They're related, but not the same.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next