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To: Return to Sender who wrote (81291)	10/1/2018 11:51:45 PM
From: Sam	Respond to of 95567

This is a forecast from Apacer's president for the NAND and DRAM markets. However, if you look at the articles linked at the bottom of the page, one of them has him saying back in May that the NAND price rally would end in Q3, which it definitely hasn't. So take everything with several grains of salt. No one, not even the executives of companies in the business, can actually forecast memory prices very well. Memory market growth promising: Q&A with Apacer president CK Chang Siu Han, Taipei; Jessie Shen, DIGITIMES Monday 1 October 2018 digitimes.com The memory-chip market exhibited impressive growth in 2017 as undersupply drove up both the DRAM and NAND flash prices. However, oversupply has re-emerged this year casting a shadow over the sector. The market growth still looks promising despite short-term challenges, according to CK Chang, president for memory module firm Apacer Technology. In a recent interview with Digitimes, Chang gave his opinions on both the DRAM and NAND flash market trends and outlook, and outlined Apacer's strategy to respond to the more challenging and diverse memory market. Q: Would you comment on the DRAM and NAND flash market outlook for the rest of this year? A: In the DRAM market, demand has started picking up since the third quarter thanks to seasonal factors. On the supply side, chip vendors will have their additional new capacities come online in the fourth quarter. Nevertheless, such supply increase will be gradual and is unlikely to cause a sharp decline in prices. DRAM contract prices are expected to start falling after November, as a result of suppliers' pricing strategies rather than demand-side factors. In the NAND flash market, oversupply will persist through the end of 2018. NAND flash prices will remain under downward pressure. Several research firms have predicted that NAND flash prices will fall further in the first half of 2019, due to a seasonal slowdown in end-market demand and also the arrival of new capacity on the supply side. Prices for consumer SSDs, for example, have halved since the middle of December 2017. Prices for 120GB models have dropped below US$0.20 per gigabyte. Such unreasonable price levels indicate that the supply chain has been flooded by substandard NAND flash chips. Substandard NAND flash chips could destroy SSDs and cause a certain level of damage to data. Nevertheless, some firms still intend to sell lower-quality SSDs to respond to the continued decline in NAND flash prices. Such development will ultimately disadvantage end consumers. Q: Would you elaborate on where the supply-demand development is heading in the NAND flash sector? A: Falling NAND flash prices have been dragging down SSD prices. There is still room for 240GB and higher-capacity SSD prices to fall further, but 120GB SSDs already have no room for further drops. Prices for 120GB SSDs have fallen about 35% since 2018, while those for 240GB ones have dropped by a larger 50%. The prices are expected to decrease at more moderate paces. Chip suppliers have gradually improved their production yield rates of 3D TLC NAND chips since 2018. The market for 3D TLC NAND flash will be extremely competitive, which is expected to put prices under further downward pressure in 2019. NAND flash vendors are planning to expand capacity, with their additional production lines set to come online between November and December. The move is to express their optimism about demand for a variety of applications including those for servers and IoV, which is expected to boom in 2019-2020. On the other hand, demand for smartphones continues to shrink. The smartphone market growth has decelerated even more. It is also unlikely to see a "killer product" to stimulate smartphone demand in 2019. A seasonal pick-up in end-market demand will stop NAND flash prices from falling too much in the second half of 2019. Nevertheless, the falling chip prices will help boost the memory content per box for smartphones and other end devices. Another supply-side issue is that China-based memory firms are gearing up for commercial production of NAND flash chips with their in-house developed process technologies. The industry has been keeping a close eye on their production yields, but how they deal with the substandard chips will be another area the supply chain has to pay attention to given the ongoing problem associated with substandard products in the NAND flash market. Q: Looking into 2019, will the DRAM market be relatively stable compared to the NAND flash sector? A: DRAM prices will be relatively stable compared to NAND flash prices in 2019, when DRAM prices are expected to drop at a gradual pace to "reasonable" levels. DRAM demand will continue to be driven by servers over the next two years. Besides, the availability of 5G technology will be stimulating further DRAM demand. The commercialization of 5G technology is expected to kick off in 2019, when DRAM demand for 5G devices will start emerging. Q: When will China-based memory chipmakers pose a threat to the existing industry leaders? A: China intends to aggressively raise the self-sufficiency rate for ICs in the country. The rise of China's semiconductor industry is an inevitable trend. In the memory sector, Yangtze Memory Technologies (YMTC), Fujian Jinhua Integrated Circuit and Innotron Memory (known previously as Hefei ChangXin or Hefei RuiLi) are all gearing up for commercial production in 2019. Nevertheless, it remains to be seen whether their in-house developed technologies and production yields are stable and competitive. It is unlikely to see China-based memory startups play any significant part in the existing memory industry landscape in the short term. Q: Please share with us Apacer's business strategy for 2019, and the company's growth engines next year. A: Apacer will be pursuing both revenue and profit growth next year. Apacer will be expanding further its value-added business consisting of high-ASP solutions for industrial, data center and server applications. In the industrial control field, the company will be striving to meet specific performance, endurance, reliability or value-added needs, while diversifying its offerings for a variety of applications such as cloud computing, transportation, embedded and industrial PC, defense, gaming and medical care. In the mass-market segment, Apacer will carry on its innovation to optimize user experience and brand value. Price competitions should be avoided. Apacer continues to promote PC peripherals such as flash drives in emerging countries, where the flash drive market will still be growing over the next 10 years. The company will also be expanding its presence in the Eastern Europe, Middle East and Southeast Asia. Apacer is also optimistic about memory demand for gaming applications. The performance of SSDs is good enough for gaming devices, but probably not for the DIY sector where HDD remains the primary storage technology. In the DRAM module field, Apacer will continue to explore new businesses and customers. Apacer also provides solutions for industrial monitoring applications. The business is still in its early stages. Q: Can you talk about the new business? A: The new business focuses on industrial IoT (IIoT) system integration and development. Apacer is promoting its solutions-ready package (SRP) to satisfy the need for real-time remote monitoring and environmental control of poultry farms, water quality monitoring, vehicle light detection, plant factories, and others. Apacer has provided spectral horticulture illuminometers for use in plant factories operated by China-based Sanan Sino-Science Photobiotech, for example. Apacer with its SRP is also looking to explore more business opportunities in other segments, such as food ingredient testing, water pollution, toxicant analysis and organic analysis. Apacer with its expertise in storage and focus on industrial products is confident its integrated software, hardware and firmware solutions will better satisfy customer needs in today's smart factories. We expect the new business to generate about 1% of company revenues monthly in the second half of 2019, and the proportion will start growing at a fast pace. CK Chang, president for Apacer Technology Photo: Michael Lee, Digitimes, September 2018 Related stories Apacer enters smart agriculture sector (Jun 1) Apacer to start mass shipments of 3D NAND products in 1Q19 (May 23) NAND flash price rally may be short-lived in 3Q18, says Apacer president (May 18) Apacer striving for gross margin improvement (Mar 8) Related topics 5G

To: Return to Sender who wrote (81291)	10/2/2018 5:35:13 PM
From: Gottfried	2 Recommendations Recommended By Return to Sender Sr K Read Replies (1) \| Respond to of 95567

bpNDX rose 1 to 63% [TSLA] Wed Thur Fri Mon Tue Wed Thur Fri Mon Tue Sep19 Sep20 Sep21 Sep24 Sep25 Sep26 Sep27 Sep28 Oct01 Oct02 53 56 56 56 57 61 63 62 62 63 AAL AAL AAPL AAL AAL AAPL AAL ADBE AAPL AAPL ADBE AAPL ADP ADBE ADBE ADP ADBE ADSK ADP ADP ADSK ADP ALGN ADSK ADSK ALGN AAL ADSK ALXN ALGN ALGN ALXN AAL AAL AAL AAPL ALGN AMGN ALXN ALXN AMGN AAPL AAPL AAPL ADBE ALXN AMZN AMGN AMGN AMZN ADBE ADBE ADBE ADP AMGN ATVI AMZN AMZN ATVI AAL ADP ADP ADP ALGN AMZN AVGO ATVI ATVI AVGO AAPL ALGN ALGN ALGN ALXN ATVI BIDU AVGO AVGO BIDU ADBE ALXN ALXN ALXN AMGN AVGO BIIB BIDU BIDU BIIB ADP AMGN AMGN AMGN AMZN BIDU BKNG BIIB BIIB BKNG ALGN ATVI ATVI ATVI ATVI BKNG CA BKNG BKNG CA AMGN AVGO AVGO AVGO AVGO CA CDNS CA CA CDNS ATVI BIDU BIDU BIDU BIDU CDNS CERN CDNS CDNS CERN AVGO BKNG BKNG BKNG BKNG CERN CHKP CERN CERN CHKP BKNG CA CA CA CA CHKP CHTR CHKP CHKP CHTR CA CDNS CDNS CDNS CDNS CHTR COST CHTR CHTR COST CDNS CERN CERN CERN CERN COST CSCO COST COST CSCO CERN CHKP CHKP CHKP CHKP CSCO CSX CSCO CSCO CSX CHKP CHTR CHTR CHTR CHTR CSX CTAS CSX CSX CTAS CHTR COST COST COST COST CTAS CTXS CTAS CTAS CTXS COST CSCO CSCO CSCO CSCO CTXS ESRX CTXS CTXS ESRX CSCO CSX CSX CSX CSX ESRX EXPE ESRX ESRX EXPE CSX CTAS CTAS CTAS CTAS EXPE FAST EXPE EXPE FAST CTAS CTXS CTXS CTXS CTXS FAST FB FAST FAST FB CTXS ESRX ESRX ESRX ESRX FB FISV FB FB FISV ESRX EXPE EXPE EXPE EXPE FISV FOXA FISV FISV FOXA EXPE FAST FAST FAST FAST FOXA GILD FOXA FOXA GILD FAST FISV FISV FISV FISV GILD GOOGL GILD GILD GOOGL FISV FOXA FOXA FOXA FOXA GOOGL HAS GOOGL GOOGL HAS FOXA HAS HAS GILD GILD HAS HOLX HAS HAS HOLX HAS HOLX HOLX HAS HAS HOLX HSIC HOLX HOLX HSIC HOLX HSIC HSIC HOLX HOLX HSIC IDXX HSIC HSIC IDXX HSIC IDXX IDXX HSIC HSIC IDXX ILMN IDXX IDXX ILMN IDXX ILMN ILMN IDXX IDXX ILMN INCY ILMN ILMN INCY ILMN INCY INCY ILMN ILMN INCY INTU INCY INCY INTU INCY INTU INTU INCY INCY INTU ISRG INTU INTU ISRG INTU ISRG ISRG INTU INTU ISRG MELI ISRG ISRG MELI ISRG MSFT MSFT ISRG ISRG MELI MSFT MELI MELI MSFT MSFT NFLX NFLX MSFT MSFT MSFT NFLX MSFT MSFT NFLX NFLX NTES NTES NFLX NFLX NFLX NTES NFLX NFLX NTES NTES NVDA NVDA NTES NTES NTES ORLY NTES NTES NVDA NVDA ORLY ORLY ORLY ORLY ORLY PAYX NVDA NVDA ORLY ORLY PAYX PAYX PAYX PAYX PAYX PCAR ORLY ORLY PAYX PAYX PCAR PCAR PCAR PCAR PCAR PYPL PAYX PAYX PCAR PCAR PYPL PYPL PYPL PYPL PYPL QCOM PCAR PCAR QCOM PYPL QCOM QCOM QCOM QCOM QCOM REGN QCOM QCOM REGN QCOM ROST ROST ROST ROST ROST ROST REGN REGN ROST ROST SHPG SHPG SHPG SHPG SHPG SHPG ROST ROST SHPG SHPG SIRI SIRI SIRI SIRI SIRI SIRI SHPG SHPG SIRI SIRI SNPS SNPS SNPS SNPS SNPS SNPS SIRI SIRI SNPS SNPS TMUS TMUS TMUS TMUS TMUS TMUS SNPS SNPS TMUS TMUS TSLA TSLA TSLA TSLA TSLA TSLA TMUS TMUS TSLA TTWO TTWO TTWO TTWO TTWO TTWO TTWO TTWO TTWO TTWO ULTA ULTA ULTA ULTA ULTA ULTA ULTA ULTA ULTA ULTA VOD VOD VOD VOD VOD VOD VOD VOD VOD VOD VRSK VRSK VRSK VRSK VRSK VRSK VRSK VRSK VRSK VRSK VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX WBA WBA WBA WBA WBA WBA WBA WBA WBA WBA XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX

To: Return to Sender who wrote (81291)

10/2/2018 6:24:27 PM

From: Return to Sender

Respond to of 95567

53% Downside Volume on the NYSE - 59% Downside Volume on the NASDAQ:

wsj.com

Tuesday, October 02, 2018
Notice to readers: As of 3/3/11, Closing ARMS Index (TRIN) calculation is based on composite data. Click here for historical data prior to 3/3/11.

NYSE	Latest close	Previous close	Week ago
Issues traded	3,093	3,091	3,071
Advances	1,178	1,215	1,308
Declines	1,801	1,794	1,650
Unchanged	114	82	113
New highs	43	92	78
New lows	148	156	149
Adv. volume*	377,118,455	420,875,903	367,528,518
Decl. volume*	415,242,635	356,429,922	453,684,813
Total volume*	805,871,156	786,448,215	831,213,525
Closing tick	+8	+20	+119
Closing Arms (TRIN)†	0.76	0.53	0.93
Block trades*	7,323	6,718	6,753
Adv. volume	1,519,162,069	1,840,494,978	1,479,599,473
Decl. volume	1,763,041,370	1,435,221,540	1,733,278,019
Total volume	3,339,753,672	3,309,355,058	3,253,480,412
Nasdaq	Latest close	Previous close	Week ago
Issues traded	3,137	3,151	3,151
Advances	959	1,063	1,491
Declines	2,076	1,997	1,485
Unchanged	102	91	175
New highs	42	124	84
New lows	135	98	59
Closing tick	-68	+377	+479
Closing Arms (TRIN)†	0.69	0.70	0.85
Block trades	10,022	9,496	10,152
Adv. volume	924,030,636	959,351,282	1,210,607,904
Decl. volume	1,388,476,884	1,254,428,814	1,026,126,077
Total volume	2,343,471,285	2,236,841,371	2,272,844,511
NYSE American	Latest close	Previous close	Week ago
Issues traded	311	319	311
Advances	143	144	128
Declines	154	154	157
Unchanged	14	21	26
New highs	10	9	8
New lows	7	5	22
Adv. volume*	23,383,876	16,034,591	14,695,790
Decl. volume*	6,105,148	6,726,785	8,492,034
Total volume*	29,795,603	22,907,204	23,591,497
Closing tick	-10	-8	+21
Closing Arms (TRIN)†	0.18	0.26	0.36
Block trades*	157	144	233
Adv. volume	301,625,288	212,773,900	178,146,444
Decl. volume	57,728,419	59,932,560	78,772,957
Total volume	361,324,438	273,600,058	260,426,163
NYSE Arca	Latest close	Previous close	Week ago
Issues traded	1,347	1,357	1,339
Advances	471	727	662
Declines	854	607	646
Unchanged	22	23	31
New highs	15	77	30
New lows	30	51	30
Adv. volume*	111,447,890	143,745,088	115,511,621
Decl. volume*	127,684,217	74,910,672	59,160,307
Total volume*	249,864,239	219,026,355	177,403,532
Closing tick	-41	-13	-59
Closing Arms (TRIN)†	0.67	0.73	0.63
Block trades*	1,546	1,358	1,158
Adv. volume	475,399,888	624,315,896	499,482,829
Decl. volume	579,769,416	379,506,005	305,723,556
Total volume	1,107,170,780	1,009,611,957	820,526,169

*Primary market NYSE, NYSE American or NYSE Arca only. †Compares the ratio of advancing to declining issues with the ratio of volume of shares rising and falling. Arms Index or TRIN = (advancing issues / declining issues) / (composite volume of advancing issues / composite volume of declining issues.) Generally, an Arms of less than 1.00 indicates buying demand; above 1.00 indicates selling pressure.

RtS

To: Return to Sender who wrote (81291)

10/3/2018 11:30:01 PM

From: Return to Sender

Read Replies (1) | Respond to of 95567

61% Upside Volume on the NYSE - 71% Upside Volume on the NASDAQ:

wsj.com

Nice upside volume on both the NYSE and NASDAQ but the number of new lows rising as the market tries to make new highs is worrisome. I still think the market has another melt up in it but with the FED raising rates in my humble opinion we will eventually see a major sell off after the yield curve inverts. RtS

Wednesday, October 03, 2018
Notice to readers: As of 3/3/11, Closing ARMS Index (TRIN) calculation is based on composite data. Click here for historical data prior to 3/3/11.

NYSE	Latest close	Previous close	Week ago
Issues traded	3,091	3,093	3,072
Advances	1,475	1,178	1,091
Declines	1,527	1,801	1,858
Unchanged	89	114	123
New highs	73	43	60
New lows	262	148	111
Adv. volume*	514,970,618	377,118,455	234,364,535
Decl. volume*	330,994,087	415,242,635	584,409,303
Total volume*	871,667,021	805,871,156	826,824,217
Closing tick	+33	+8	-86
Closing Arms (TRIN)†	0.57	0.76	1.51
Block trades*	7,372	7,323	6,794
Adv. volume	2,155,495,450	1,519,162,069	929,388,585
Decl. volume	1,280,274,889	1,763,041,370	2,393,084,411
Total volume	3,543,821,000	3,339,753,672	3,354,289,463
Nasdaq	Latest close	Previous close	Week ago
Issues traded	3,160	3,137	3,146
Advances	1,899	959	1,116
Declines	1,166	2,076	1,898
Unchanged	95	102	132
New highs	49	42	79
New lows	111	135	77
Closing tick	+142	-68	-469
Closing Arms (TRIN)†	0.66	0.69	0.82
Block trades	20,436	10,022	11,160
Adv. volume	2,130,073,523	924,030,636	944,465,817
Decl. volume	859,707,718	1,388,476,884	1,318,889,222
Total volume	3,005,471,131	2,343,471,285	2,287,199,408
NYSE American	Latest close	Previous close	Week ago
Issues traded	312	311	311
Advances	156	143	118
Declines	144	154	177
Unchanged	12	14	16
New highs	5	10	6
New lows	16	7	13
Adv. volume*	10,969,187	23,383,876	6,388,682
Decl. volume*	9,677,530	6,105,148	8,142,381
Total volume*	20,693,169	29,795,603	15,434,406
Closing tick	+48	-10	-10
Closing Arms (TRIN)†	0.81	0.18	0.65
Block trades*	158	157	141
Adv. volume	142,330,026	301,625,288	93,422,351
Decl. volume	105,852,618	57,728,419	91,665,549
Total volume	248,514,093	361,324,438	185,923,544
NYSE Arca	Latest close	Previous close	Week ago
Issues traded	1,375	1,347	1,349
Advances	649	471	606
Declines	706	854	717
Unchanged	20	22	26
New highs	48	15	33
New lows	109	30	16
Adv. volume*	136,300,988	111,447,890	119,009,567
Decl. volume*	154,513,830	127,684,217	146,174,761
Total volume*	291,402,416	249,864,239	266,112,538
Closing tick	-17	-41	-62
Closing Arms (TRIN)†	1.08	0.67	1.05
Block trades*	2,222	1,546	1,527
Adv. volume	562,204,988	475,399,888	493,080,456
Decl. volume	658,278,754	579,769,416	615,065,950
Total volume	1,224,755,484	1,107,170,780	1,111,956,542

RtS