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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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To: robert b furman who wrote (82334)1/22/2019 8:26:35 PM
From: Donald Wennerstrom1 Recommendation

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The semis were down "big time" today. Another bear came out of the woodwork today with the following summary for LRCX that is scheduled to report earnings tomorrow.

seekingalpha.com

Jan. 22, 2019 12:13 PM ET|By: Brandy Betz, SA News Editor

Lynx Equity Strategies is out with a Lam Research (NASDAQ: LRCX) earnings preview and expects further downside to the lowered capex expectations on continued weakness in DRAM pricing.

Lynx further lowers its CY19 wafer fab equipment estimate to $39B, the Street-low estimate (consensus: $42B to $45B) that represents a 20% decline.

The firm does think NAND WFE estimates might be at or near the bottom. But the double-digit DRAM pricing drop from December looks to carry on into the March quarter.
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