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: Donald Wennerstrom who wrote (78257)12/20/2017 12:16:08 PM
From: Donald Wennerstrom3 Recommendations

Recommended By
bigchad
Sam
WalterWhite

  Respond to of 95596
 
This is a post of the TTD Article in graphic format. It's a Cycle, but it rocks.






To: Donald Wennerstrom who wrote (78257)12/20/2017 12:18:02 PM
From: robert b furman  Read Replies (2) | Respond to of 95596
 
It seems to me it is a cycle - but the cycle has a huge moat of technological competency.

These new memory types have been introduced long ago, and have been slow to ramp to the point it creates revenue vs R&D expense.

It appears Micron is now solidly on the pay out side of things = ramping volume.

Bob