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

To: Donald Wennerstrom who wrote (80582)	7/25/2018 3:08:41 PM
From: Sam	1 Recommendation Recommended By oldbeachlvr Read Replies (2) \| Respond to of 95515

So the consequences are: 1. If the pushouts continue, that is bad because the memory vendors see tough times ahead. If the pushouts end, that is bad because the vendors are building capacity that will cause a glut. Or-- 2. If the pushouts continue, that is good because the vendors are exercising discipline in capacity building which will continue a healthy supply-demand balance. If the pushouts end, that is good because it shows the vendors have confidence in future demand that maintain the healthy supply-demand balance. What have we learned today? Anything? That humans can rationalize anything in any way they choose?