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


To: Sam who wrote (76080)6/27/2017 3:44:17 PM
From: John Pitera  Read Replies (1) | Respond to of 95647
 
NVDA's business has totally been transformed from a Chip maker for games, their move into Data storage,
GPU's for over 250 different industries that are OEM's original equipment Manufactures.... NVDA technology in every cloud computer company, their Super-computing work..... Inferencing...

and the GPU's ability to for visualization and triangulation make them a central hub for the work going on in
autonomous vehicles... drones, energy extraction...

Other Semi makers are building much more sophisticated products than DRAM...

the DRAM cycle has always been unpredictable.... especially the huge swings in pricing.

It's very hard to forecast anything 18 -24 months out as the world, technology and financial markets move
increasingly faster and faster.

John