Semi Equipment Analysis Message Board

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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: booney1 who wrote (84083)	10/17/2019 7:52:50 PM
From: robert b furman	Read Replies (1) of 95531

Hi Booney. Lam's on record for calling the trough and confirming the trough as past history already. What I'd love to see is strong guidance and like TSMC "booked for most of 2020". SOX to the moon IF that would happen. It is a possibility me thinks - quite contrary to sentiment. It may well cause a short squeeze. Hope is not a strategy, but it is free. <smile> Bob

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