Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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Sun Tzu

To: The Ox who wrote (85743)	10/13/2020 9:42:31 AM
From: The Ox	2 Recommendations Read Replies (1) of 95420

The rise in PC sales makes me wonder if there's going to be a larger drop in demand down the road than is currently being 'priced into' the semi markets. I assume the upgrade cycle was strong for all mobile devices over the past 6 months. Yes, 5G is just starting and there's a lot of momentum taking place in companies that provide products in this area. Lots of cross currents (as always). Seeing RtS posts that show BP SOX at 27 also implies that we could be in the 'buy the rumor, sell the news' part of earnings season. It will be interesting to see how many companies beat and guide down, to temper the street's enthusiasm...

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