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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

Nov 17 4:00 PM EST

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Sam

To: Elroy who wrote (85937)	11/17/2020 1:37:50 PM
From: The Ox	1 Recommendation Read Replies (2) of 95427

TXN is more profitable because the stopped trying to be everything to everyone. Their ability to divest non-essential segments has made them a much better company, IMO. Like many industries, the big fish tend to gobble up the little fish and pay a decent premium to do so. That will continue. I'm not trying to pour cold water on anyone, just adding that I think the run as been spectacular. With these gains comes caution, at least for me.

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