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 291.39

+2.8%

Nov 26 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (84497)	1/23/2020 9:36:22 PM
From: Elroy	Read Replies (1) of 95484

Do you happen to know which of INTC's segments contains their NAND memory fabrication business? NAND doesn't even get a mention in the Q4 presentation slides. INTC may be one of the top 6 NAND makers on the planet, but NAND is such a small bit of their overall business it rarely gets more than a sentence in the conference call presentation. I can't get over the recent jump in NAND spot prices. They are back to Jan 2019 levels. If they stay this high for a while, I think the NAND makers should have a serious V-shaped recovery (depending on how quickly the spot sales price appears in their actual financials).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next