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

To: Sam who wrote (78551)	1/14/2018 2:39:46 PM
From: Donald Wennerstrom	3 Recommendations Recommended By Return to Sender Sam The Ox Read Replies (3) \| Respond to of 95598

The chart you have shown ties in quite closely to the earnings actual and estimates profile at the present time. This profile is used over and over to promote the supposedly cyclical nature of Micron. However, that does not hold much "water" IMO when compared to many of the other semi stocks. They all have been "cyclical" at times in the past depending on the circumstances in their particular specialty area. For the 5 year period you have shown, MU has the best percentage gain compared to the other stocks selected. The gain could have been much more, but the negative earnings period in 2016 really hurt the performance. Now "bears" are using this 5 year history to claim MU is a very cyclical stock that is going to "roll over" soon so an investor should sell now and wait for the next bottom(which will surely come in their opinion). If the economic outlook continues to hold up, semi applications continue to proliferate, and the estimated earnings profile holds up as shown, MU should continue its upside price movement soon. The "bears" in this case will be denied the opportunity to buy back at the "bottom".

To: Sam who wrote (78551)	1/15/2018 10:22:40 AM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (2) \| Respond to of 95598

UMC files patent infringement lawsuit against Micron in China Rodney Chan, DIGITIMES, Taipei Monday 15 January 2018 Foundry house United Microelectronics Corporation (UMC) has disclosed it has filed a patent infringement lawsuit against Micron Semiconductor (Xi'an), and Micron Semiconductor (Shanghai) with a Chinese court, accusing them of infringing upon UMC's patent rights in China, including specific memory applications that relate to DDR4, SSD and memory used in graphics cards. In the complaint filed with the Fuzhou Intermediate People's Court, UMC has asked that the defendants be ordered to stop manufacturing, processing, importing, selling and intending to sell the allegedly infringing products, destroy all inventory and related molds and tools and demand that Micron compensate the company for a total amount of CNY270 million (US$41.98 million) in damages, according to the Taiwan-based foundry service provider. UMC said it has devoted a great deal of resources and manpower to researching and developing semiconductor manufacturing technology. Its achievements can be applied to logic chips or memory chips (DRAM), and the company has applied for patents in various countries while continuing to monitor these patents as market conditions evolve. After conducting an in-depth review, UMC claims it found that Micron's products sold in China infringed upon the patent rights of the company. The latest lawsuit comes in the wake of a trade secret row between UMC and Micron. In September 2017, two former Micron Taiwan employees were indicted by prosecutors in Taiwan for allegedly stealing proprietary information and other materials related to DRAM manufacturing technology and giving them to UMC when joining the foundry house. The allegedly stolen trade information was meant to be used to help a UMC subsidiary in China develop DRAM production processes, according to prosecutors.