SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (61037)8/11/2013 8:58:50 PM
From: seminole  Read Replies (1) | Respond to of 95567
 
Thank you for the analysis. I have been adding to a large position in MU and your post is in agreement with other analysis and articles, that I have read. I intend to stay long MU.

Would It be right from your analysis to also avoid STX and WDC. I have owned Seagate several times over the last 15-20 years, including their last current move. While STX and WDC seem very cheap fundamentally, I find is best to get out early and I am out.