SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (81201)9/20/2018 7:20:28 PM
From: bigchad  Respond to of 95574
 
Yes they have talked about NAND prices collapsing and pretty much assumed margins collapsing as well in all that noise. But of course you know that but Elroy wouldn't be Elroy if he couldn't find something obvious to argue about. I should have left you on ignore!!