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

To: Sam who wrote (77150)9/25/2017 3:36:05 PM
From: Donald Wennerstrom2 Recommendations

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Sam

  Read Replies (2) | Respond to of 95587
 
That is so true!
painting the entire semiconductor sector with one broad brush is silly.

Obviously, Micron is in a class of its own because it is a memory supplier. The weekly tables prove that is true by looking at the market evaluation metrics. Also, Micron is put in the class of being a "commodity" supplier by the market. Micron is categorized as being the 3rd largest supplier of memory behind Samsung and Hynix. Therefore, this must be a "triple" whammy to put on Micron market value.

I wondered about the definition of a commodity the other day so I went to the final authority to see what they had to say, and here it is.

merriam-webster.com




To: Sam who wrote (77150)9/25/2017 9:33:52 PM
From: booney1  Respond to of 95587
 
The statement by them saying more companies (like Apple) are taking designs in house ignores the fact that somebody in the semiconductor space needs to manufacture (TSMC, INTC, Samsung) the product. And further somebody needs to sell these people equipment to make them. (LRCX, AMAT,KLAC) It's a complete misunderstanding of what different segments...all called semiconductors...do.


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