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

To: Donald Wennerstrom who wrote (78899)	2/6/2018 4:50:50 PM
From: Sam	2 Recommendations Recommended By Donald Wennerstrom Return to Sender Read Replies (1) \| Respond to of 95541

I highlighted this: MU presents an attractive opportunity as one of the cheapest memory suppliers. What are the other comparable cheap memory suppliers? I suppose WDC, with projected earnings of between 13 and 14 dollars, trading in the low 80s. Then there is Hynix, but they are hard to follow from the US and hard to buy/sell. And then there is this quote: We anticipate positive long-term demand trends in memory led by cloud service providers and supported by emerging data- and performance-intensive compute trends such as AI and data analytics. While NAND pricing is likely to decline due to temporary oversupply related to the 3D NAND ramp, we see very good trends in DRAM and we expect NAND to shift back to undersupply by the end of 2018. We expect the norm over the next two years to be persistent DRAM undersupply and intermittent NAND undersupply amid strong demand.