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

To: Elroy who wrote (82990)	4/4/2019 2:05:03 PM
From: bigchad	Respond to of 95422

Did he mention the industry is increasing bits at an all time low?

To: Elroy who wrote (82990)	4/4/2019 4:37:55 PM
From: Donald Wennerstrom	Respond to of 95422

A very good question, but I don't know the answer. And this type of "25 year high" thing, does he mean COGS, or bits, or what? If its bits, shouldn't inventory bits go higher and higher almost every year as more and more bits are produced and purchased, and memory gets cheaper and cheaper? Who cares if its a 25 year high for bits? These analyst reviews that are posted periodically are usually "read bites" which produce a lot of market reaction, but with little or no background analysis.