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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (68792)6/6/2015 1:43:24 PM
From: Donald Wennerstrom1 Recommendation

Recommended By
oldbeachlvr

  Read Replies (1) | Respond to of 95571
 
This is the same SOXM data as the last post, but this time it is sorted by PE.

Here we have a very familiar picture. MU is in 1st place with a PE of 7.2. The "market" has made sure that MU's PE hovers around that number for the last many weeks and months. It is obvious at this point, nothing will change until the earnings report and new guidance is given later this month at the 3Q report expected during the last week of this month. Notice there was no change in the earnings guidance for MU this week compared to last week, but nevertheless, MU lost -4.8% this week.




To: Donald Wennerstrom who wrote (68792)6/9/2015 1:18:41 PM
From: Kirk ©1 Recommendation

Recommended By
Donald Wennerstrom

  Read Replies (1) | Respond to of 95571
 
Anyone following STM? It seems an even better value than MU... $2.3B of 7.3B market cap is cash and it pays a huge dividend.
finance.yahoo.com

you'd think someone larger would swallow them... maybe European laws and work rules are an issue?