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

To: Return to Sender who wrote (78556)	1/15/2018 1:28:02 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95610

The comment by IH in the Leadership area concerning semiconductors is as follows: Semiconductors: Good moves on some that were well positioned, i.e. MRVL, ON. TXN continued a 5 week run. AMD shook off the news its chips were not immune from the INTC flaws. INTC still floundered. NVDA is testing breaking to a nominal new high early week. MU, LRCX, etc. still floundering. Using SMH as an indicator in chart form, the result of the Morgan Stanley article on Nov 27 is still being felt. This article was a "trigger" to bring the whole sector into a substantial pullback that has still not recovered. As IH described, the sector is "floundering".