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

To: Donald Wennerstrom who wrote (78772)	1/27/2018 7:44:06 PM
From: Kirk ©	1 Recommendation Recommended By bigchad Read Replies (2) \| Respond to of 95463

I sure don't understand the 5 PE other than the belief China will successfully flood the memory market with all the technology they are buying from AMAT, LRCX, ASML, etc.... I heard Lam CEO tell Cramer that the "services" part of the business is steadily growing and it is a requirement to have software updates, etc. for the tools... nice you never really sell them (Mainland Chinese) a complete solution as they need the key code for the software to run. Maybe the problem with memory is there is no "service contract" written with it....

To: Donald Wennerstrom who wrote (78772)	1/27/2018 7:55:57 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Sam Respond to of 95463

For several months, a lot of discussion on MU cyclicality always mentioned by the bears when then want to knock the stock down. The chart shows a 20 period of MU, LRCX and CREE. The latest data from Friday is shown as well. From the chart, the knock on MU looks like it should be "lack of growth" not cyclicality. The stock has great earnings estimates, but at the moment is in the "pullback mode". CREE has been much more cyclical and now it appears to be starting to the upside of another cycle even though the earnings estimates are very small. LRCX has been a magnificent growth stock beginning in 2012 and never looking back. The earnings estimates continue to rise giving relatively low PE values for both years.