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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: dr_elis who wrote (84499)1/24/2020 7:47:51 AM
From: Elroy  Read Replies (1) of 95480
 
I read the call, and there was very little discussion of NAND, but they did say that bit costs declined, but prices declined faster.

Interesting, since NAND prices seem to have rocketed higher in December 2019 if the China Flash website is accurate.
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