Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (78761)	1/27/2018 11:38:30 AM
From: Donald Wennerstrom	3 Recommendations Recommended By Gottfried Return to Sender Sam Read Replies (1) \| Respond to of 95480

This is the weekly look at the change table for the SOXM stocks in terms of several parameters. This is a more important week than usual because of heavy quarterly and annual earnings reporting. LRCX had a very good report with big estimate changes to the upside. ASML, MLNX, STM, TER, and TXN all had good estimate changes. Price targets also made changes to the upside for the most part. Twelve estimates went up and only 2 were down. The bottom line increased by 57.66.

To: Donald Wennerstrom who wrote (78761)	1/27/2018 1:46:35 PM
From: Kirk ©	3 Recommendations Recommended By JCnieuwenj Return to Sender robert b furman Read Replies (1) \| Respond to of 95480

They cycle hasn't gone away... Very few have the knowledge that the market is really expanding for new applications and new systems that require memory, and if the economy continues to remain strong, this new market will take everything the fab companies can throw at it and they will continue to prosper. In other words, very little in the way of a "cycle". Note how you wrote "if the economy continues to remain strong." Eventually there will be an economic downturn with slow growth or a recession. When people start losing jobs they don't upgrade their smart phones or buy new cars with all the latest new technology... ECRI seems to think a growth rate slowdown could be starting which may be why some of our stocks like FNSR and MU are not doing as well as we'd like. I also well remember that we get the most complaints about "the market" not understanding that it is "different this time" just before we learn it isn't. So, I took a bunch of profits yesterday and last week, just in case. If we continue higher, great as I still have plenty in the market but it is not the time to be leveraged for sure, at least on a risk reward basis. Risk reward: Just look at LRCX, my favorite in the sector. It could double again but it could also drop 40 to 80% or so to support as it has many, many times before.