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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: seminole who wrote (84007)9/27/2019 12:33:45 PM
From: dr_elis3 Recommendations

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Hmm, the CC was a little too subdued for my liking. Transition towards replacement gate tech for 128 layers NAND seems to be a difficult and expensive task; 3D XPoint continues to be drag on earnings without a product in sight; the unclear situation with Huawei (waiver or not) plus the whole trade war issue; disappointing earnings outlook.
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