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

To: Sam who wrote (82618)	2/19/2019 1:16:52 PM
From: Sam	1 Recommendation Recommended By Donald Wennerstrom Respond to of 95503

But here is an article from Digitimes which forecasts that the turn in NAND pricing may come as soon as the second quarter. NAND flash prices likely to stop falling in 2Q19 Siu Han, Taipei; Jessie Shen, DIGITIMES Tuesday 19 February 2019 NAND flash prices are likely to stop falling and begin to rise as early as the second quarter of 2019, thanks to a pick-up in replenishment demand from device vendors, according to sources in Taiwan's memory industry. NAND flash prices are unlikely to fall further given major chipmakers' control over capacity, said the sources, adding that the firms are also slowing down their transition to 96-layer 3D NAND chip technology. NAND flash prices should reach their lowest levels for 2019 in the first quarter. NAND flash prices have been falling since 2018 as the market becomes oversupplied. Market observers estimated previously the chip prices would drop around 20% in the first quarter of 2019 and continue their downward trend through the second quarter. On the demand side, distributors are mulling raising their module prices, industry sources indicated. In the contract market, NAND flash prices continue to fall but a pick-up in replenishment demand from system OEMs is expected to emerge in the second quarter, the sources said. Demand has started picking up at a gradual pace, according to Khein-Seng Pua, chairman for Phison Electronics. The NAND device controller supplier saw its January revenues increase 13.4% sequentially to NT$3.36 billion (US$108.8 million).

To: Sam who wrote (82618)	2/19/2019 5:23:29 PM
From: Donald Wennerstrom	3 Recommendations Recommended By oldbeachlvr Return to Sender Sam Respond to of 95503

A great review of Micron's earning estimates and target prices from Susquehanna's Hosseini throughout 2018, thanks! Soon another data point will become known. Microns 2Q19 ends next week on Thursday, 2/28, with the report presently scheduled for Thursday, 3/20. The latest estimate is for 1.72, down from 2.97(-1.25) reported for 1Q19. The following quarters show further declines leaving sort of a "flat" outlook extending all the way into FY2021. Looking at the past earnings reports, Micron has beat the estimates for the past 14 quarters in a row.