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

To: Elroy who wrote (82361)	1/24/2019 11:31:51 AM
From: robert b furman	Respond to of 95487

Hi Elroy, Hope all is well with you and those lovely nieces <smile> In the long run their business seems to be destined to that of becoming a low margin commodity product. As miniaturization continues on it's relentless journey, SSD too will become lower in price. My closet is littered with dvd's and VHS tapes of past trends. Micron will benefit from its stepping up to produce a product as per INTEL's spec's. I know that's how intel works as they have a multi year advance spec's sent out to equipment makers. If the specs are satisfied , they become the tool of choice and other fabs fill in orders behind them. Very demanding specs are the minimum to expect. Best of trades to you! Bob