SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: dvdw© who wrote (151752)11/21/2019 8:59:48 AM
From: TobagoJack  Read Replies (1) | Respond to of 217739
 
Re << So your forecasting an oversupply of generic memory types, where price deflation will prevail?>>

- solution to the simultaneous equations of increased competition by hard-forking, and decreased market size through bifurcation, as well as a general downturn in global economy action-ing on both equations

At the solution juncture sits a few companies, one of which is MU

A speculation idea

Other ideas welcomed

Ericsson/Nokia idea already tee-ed up, as also PALL / PPLT

BA may also fit, for reasons above and beyond its 737-Max & NG