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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Smith who wrote (4397)	4/14/2020 1:04:20 PM
From: Sam	Respond to of 4827

Why wouldn't that data center strength be positive for Cisco as well as the others he mentioned? re: DRAM is skyrocketing according to Cascend Research's measurements -- great for Micron (MU) and data center players Intel (INTC), Broadcom (AVGO), and NVIDIA (NVDA) (46.17) Analyst Eric Ross said, "DRAM is skyrocketing, due to data center demand: Up 27.1% Y/Y in March (month); Up 15.8% Y/Y for MarQ20; And up 13% M/M from February; MASSIVE increase in DRAM memory is the best growth in 19 months; Super positive for DRAM makers -- Micron (MU) and Hynix (000660), and to a lesser extent Samsung (005930) who has its own phone and NAND issues; Somewhat positive for NAND player Western Digital (WDC) although not nearly as much; And positive for companies leveraged to the data center -- Intel (INTC), NVIDIA (NVDA), Broadcom (AVGO); Strength in gaming consoles is likely strong for AMD (AMD)."