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

To: Sam who wrote (78254)	12/20/2017 11:14:28 AM
From: WalterWhite	1 Recommendation Recommended By seminole Respond to of 95597

I think the market is preoccupied with the tax bill closing, bitcoin, year end, holiday parties... Give MU and company a chance to breathe and i think Mr. Market will respond in short order - all other things being equal. Good entry price for sure.

To: Sam who wrote (78254)	12/20/2017 11:36:30 AM
From: w0z	Respond to of 95597

What is stunning to me about this is how many of these analysts have raised their estimates--in many cases to over $10--yet their PT remains in the 50s, even the low 50s at times. To repeat what has been said many times already--they are the Rodney Dangerfield of the semiconductor world. What might change that?! I was thinking about that before the ER and had an idea that might shake things up. Declare a small dividend. I believe Sanjay previously did that at SNDK and it would have the following benefits: 1. Demonstrate management's confidence in FCF, expanding market and product bases, increased value-add content, etc. being able to support a dividend, through down cycles as well as up cycles (with damped extremes). 2. Make it a little more risky for shorts. The time is probably not yet right but possibly after outstanding debt is paid down.

To: Sam who wrote (78254)	12/20/2017 12:02:40 PM
From: Donald Wennerstrom	3 Recommendations Recommended By bigchad booney1 Return to Sender Read Replies (2) \| Respond to of 95597

The problem is the analysts for the most part are still talking about cycles. What is stunning to me about this is how many of these analysts have raised their estimates--in many cases to over $10--yet their PT remains in the 50s, even the low 50s at times. To repeat what has been said many times already--they are the Rodney Dangerfield of the semiconductor world. What might change that?! Not sure when, or if, this will ever change. These are some "clips" from the TTD articles posted today of the thinking. There are more, but this is a sample. It’s still a cycle, most seem to agree, but it’s a cycle that’s they believe is different from all others, as Mehrotra indicated. margin execution continues to be impressive, which we attribute to both cyclical and structural factors. “We see the duration (longer) and nature (content-driven) of this cycle is set to be the best memory cycle in semiconductor history,” writes Mosesmann.