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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: Sam who wrote (87247)8/13/2021 11:40:08 AM
From: Sun Tzu  Read Replies (1) of 95561
 
Sam, last I checked PC market was still 37% of the DRAM.

I think the semicaps are a good buy on significant pullback. But I have not been keen on the general chips for a while now.

This is not an industry where you'd want to argue with the tape. It is highly cyclical and the market can make you pay even when you are right.
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