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Technology Stocks : Semi Equipment Analysis

SOXX 276.98

-2.3%

4:00 PM EST

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To: Elroy who wrote (85933)	11/17/2020 1:01:08 PM
From: Sam	Read Replies (2) of 95427

Sorting out now where we are in the normal semi cycle versus where we are in the pandemic purchasing shift is challenging. I agree with Elroy. Comparing today's prices with the March lows isn't warranted--those prices were the anomaly. With interest rates so low and likely continuing to be low according to the Fed and tech revolutions like 5G, autonomous driving, IOT and various developments growing from AI like advanced robotics, medical advances and much more, all of which depend on more and more semiconductors, I look for higher prices and higher PEs which will be justified by higher profits.

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