Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Sun Tzu who wrote (87246)	8/13/2021 11:18:48 AM
From: Sam	Read Replies (1) of 95565

We'll see. IMHO, this call is wrong because of the many new applications that require DRAM. 5G handsets and systems being some of the most important but not the only ones. PCs and laptops are a relatively small portion of demand these days, maybe 10-12%. Other applications can make up for some softness there, unlike in the past, as recently as 7 or 8 years ago. We'll see if this call is accurate in the next 3-9 months. He left plenty of wiggle room--he said that the next 2 quarters will likely be strong, then the weakness will show up, lol. Aside from the fact that no one really knows what things will look like three quarters from now, usually the first quarter shows seasonal weakness. At least, that was usual until the pandemic hit. The pandemic has thrown everything off.

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