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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

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4:00 PM EST

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To: oldbeachlvr who wrote (85917)	11/16/2020 12:47:32 PM
From: Sam	Read Replies (2) of 95500

Just a guess but--aside from 176 layer NAND that they just introduced and that Gregory Wong says gives them a 3-6 month lead over everyone else in 3D NAND, on Nov 30 at 1:00 PT (IOW, after the market close) Scott DeBoer will present an update on Micron’s technology roadmap and strategy. Then the next day at 8:30 PT, Sanjay will be Credit Suisse in a fireside chat. I don't think it is a coincidence that they timed DeBoer's update to come just before the fireside chat. IMHO, they are going to announce something big. And IMHO, that is Mr. Market's guess as well. Sanjay being there is the tell in this case; otherwise, Sumit or Dave or Manish would be presenting. But we'll have to wait for a couple of weeks to see what it is. EDIT: I'll throw out a couple of guesses: either an acquisition that will shore up their controller technology or they will spin off their fabs into a separate unit, as people have been encouraging Intel to do. Or perhaps something having to do with XP. It is time for them to come out with real XP products!

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