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


To: Sam who wrote (82363)1/24/2019 11:43:56 AM
From: Donald Wennerstrom1 Recommendation

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  Read Replies (2) | Respond to of 95487
 
STMicroelectronics beats on EPS and revs, but guides Q1 revs below consensus
7:56 AM ET 1/24/19 | Briefing.com

Co reports Q4 EPS of $0.46 versus $0.42 Capital IQ consensus; revs +7.4% YoY to $2.648 billion vs $2.607 billion Capital IQ consensus

Co sees Q1 revs -5.7% YoY to $2.1 bln versus $2.3 bln Capital IQ consensus

"For 2019 our key objectives are to continue outperforming our served market, to balance our end market and application focus and to execute on our strategic technology, R&D and manufacturing programs. Therefore, we expect to invest between $1.2 to $1.3 billion in CAPEX."



To: Sam who wrote (82363)1/24/2019 6:06:00 PM
From: Elroy  Read Replies (1) | Respond to of 95487
 
I think you buy when there's blood in the street and you despair of the stock going up.

The puts are just a bet that the WDC report will be worse than expected.

I agree in general with your view, though. My hunch is the real blood in the street comes around Q2 2019. Something like that. Just a guess.