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

To: Donald Wennerstrom who wrote (78578)	1/16/2018 3:11:09 PM
From: Donald Wennerstrom	4 Recommendations Recommended By bigchad JCnieuwenj Return to Sender Sam Read Replies (1) \| Respond to of 95615

WDC and MU share a lot in common. They are both treated like memory commodity stocks. The "hit piece" by Morgan Stanley released on 27 November caused both stocks a lot of "pain". The charts of prices and quarterly earnings compares the 2 stocks. Also, the small table at the bottom shows the price action from 11/24 to 12/4, a period of 6 trading days after the release of the article. During the 6 trading days, MU fell -19.7% and WDC fell -16.9% driving the PE values to 4.7 and 6.4, and the PEG values to 0.17 and 0.27. Both stocks show good earnings projected through 2019/2020 but the trend for both is down slightly. Also note the close comparison of the actual prices and earnings profile of both stocks from 2014 to the present.