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

To: Donald Wennerstrom who wrote (81749)	11/20/2018 11:52:19 PM
From: Sam	1 Recommendation Recommended By Return to Sender Respond to of 95565

UPDATE CONCERNING CHINA’S ACTS, POLICIES AND PRACTICES RELATED TO TECHNOLOGY TRANSFER, INTELLECTUAL PROPERTY, AND INNOVATION from the US Trade Representative ustr.gov

To: Donald Wennerstrom who wrote (81749)	11/21/2018 6:13:55 AM
From: Elroy	1 Recommendation Recommended By Return to Sender Respond to of 95565

Let's see now. MU and WDC have forward earnings in the 4 to 5 range. MU and WDC have forward PEs in the 4 and 5 range because investors assume the forward estimates are wrong and will in reality be much lower. Analyst's forecasts never accurately predict the depths of a downturn. If prices are collapsing analysts will just cut the next quarter's EPS, have about the same EPS in the following quarter, and have it slowly trend back up after that. And then they do the same thing in the following quarter. If EPS is going to be lower 6 quarters in a row, the analyst will not predict it.