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

To: Sam who wrote (78898)2/6/2018 4:45:48 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95541
 
Perhaps the events of the past couple of days will really change the outlook for the evaluation of Micron. The quote from KeyBanc's Weston Twigg is very important IMO.
The best is yet to come for the next two years, he writes:
With that kind of thinking, it should help the present earnings outlook go from a negative to a positive profile.



To: Sam who wrote (78898)2/6/2018 4:50:18 PM
From: bigchad  Respond to of 95541
 
Instinet's Romit Shah, reiterating a Buy rating and a $55 price target, calls him an "excellent hire," whose "primary responsibility will be to get the multiple and share price higher."

Shah thinks that may involve reducing operating expenses, articulating the "credible trough earnings target," and boosting shareholder returns.




Just what the doctor (Sanjay Mehrotra) ordered!!!


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