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

To: Elroy who wrote (83207)	5/3/2019 11:10:45 PM
From: bigchad	1 Recommendation Recommended By oldbeachlvr Read Replies (3) \| Respond to of 95703

That is interesting. Maybe there is something to this second half recovery. Also, Nanya reported a second consecutive month over month increase in DRAM revenue after going down from about August 2018 to Feb 2019. They are only about 3% of the market but better than nothing I guess. Maybe that's why Micron and especially SK Hynix stocks have been hanging in there so well the past month or so despite horrible headlines and sentiment. If a China deal comes through and there is some favorable Micron specific language in there and if Micron confirms a bottom on their next earnings in about 6 weeks then $60 is not out of the question. Lots of ifs....... nanya.com