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


To: Donald Wennerstrom who wrote (78264)12/20/2017 5:08:19 PM
From: Sam  Read Replies (1) | Respond to of 95572
 
Morningstar’s Davuluri, reiterating a Hold rating, raises his “fair value" target to $31 from $26

That is mighty white of him.

He clearly is an idiot.



To: Donald Wennerstrom who wrote (78264)12/20/2017 6:13:50 PM
From: FJB2 Recommendations

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Donald Wennerstrom
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  Respond to of 95572
 
The moat is tens of thousands of patents and $20 billion to build enough capacity to compete at scale.

That seems like a pretty big moat to me. The Chinese have the $20 billion, but almost no patents.