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

To: w0z who wrote (80839)	8/21/2018 7:45:54 AM
From: FJB	4 Recommendations Recommended By Donald Wennerstrom dvdw© Return to Sender Sam Read Replies (1) \| Respond to of 95536

3D NAND Flash Wars Begin Market overcrowding, more efficient manufacturing, and growing list of scaling issues create a challenging competitive landscape. semiengineering.com 3D NAND suppliers are gearing up for a new battle amid a period of price and competitive pressures, racing each other to the next technology generations. Competition is intensifying as a new player enters the 3D NAND market—China’s Yangtze Memory Technologies Co. (YMTC). Backed by billions of dollars in funding from the Chinese government, YMTC recently introduced its first 3D NAND technology. The move is fueling concerns that a new entrant could impact a deteriorating market. The 3D NAND business is heading toward a prolonged period of oversupply and price erosion. CONT...

To: w0z who wrote (80839)	8/21/2018 11:48:13 AM
From: Kirk ©	1 Recommendation Recommended By Donald Wennerstrom Respond to of 95536

Smart phone agents: They still need a "trust but verify" mode... For example, I work from home and windsurf at Coyote Pt Recreation Area about 4x a week in the afternoons. So... I set the Coyote Pt Recreation Area address for the "Work" option in Google maps. I check the overview route and often take the 1 or 2 minute longer route since that freeway is less prone to accidents and delays during commute times. I also check with Waze as the two apps don't always agree. That worked great for over a year... then recently Google maps started routing me to some company called "work" in a different direction! Checking now, it seems to be working again after I put "Coyote Pt Recreation Area" in my favorites and made a direct link to it in my maps folder. It just occurred to me that "work" was located in Cupertino and doesn't show up any more as the default! Maybe Apple figured a way to "hack" the algo and Google fixed it. Anyway, sometimes AI makes some serious errors... sort of like when the GPS told my brother to drive the rental car across a lake in Italy...