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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Elroy who wrote (84948)4/24/2020 2:23:49 PM
From: Sam  Read Replies (2) of 95572
 
They aren't big enough in NAND, don't have economy of size that the other major vendors have. They will have to get out of the business. The big danger for the others is that they do it by selling to Chinese interests.
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