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

To: Kirk © who wrote (78557)	1/15/2018 5:27:11 PM
From: Donald Wennerstrom	4 Recommendations Recommended By Kirk © Return to Sender Sam The Ox Read Replies (2) \| Respond to of 95609

For the year 2017 the top 5 stocks in the SOXM were STM(+92.4), MU(+87.6%), NVDA(+81.3%), LRCX(+74.1%), and TER(+64.8%). The 5 earnings charts show quarterly and annual earnings. AS I have harped on many times in the past that no matter how good Micron's earnings estimates going forward are very good, the slope of the estimates are down. Note how all 5 of the stocks have upward estimates, but Micron's estimates are trending down. This outlook for Micron's earnings estimates to the downside is consistent with the belief that another downside cycle is inevitable while the other 4 stocks have a brighter outlook. The image is a little hard to read, but it make help to "click" on the image to make it larger.