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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST
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To: oldbeachlvr who wrote (88582)6/30/2022 4:17:13 PM
From: Elroy1 Recommendation

Recommended By
Sr K

   of 95541
 
Ya got me, I've only paid attention to them as a SIMO customer.

If you've got prices falling a lot and units falling a little bit, I guess a 20% revenue decline isn't too crazy.

Lately I've been invested in fertilizer maker UAN. In the upcoming quarter they're going to have sales prices up about 10%, and tons of fertilizer sold up more than that, maybe up 10%-25%. Add those two things together and the sequential growth can be sort of amazing.

MU I guess is getting the same thing, but in the wrong direction.
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