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

To: Return to Sender who wrote (85092)	5/21/2020 9:03:01 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 95396

Trump needs to create a crisis with China. And it is only going to get worse. Yesterday's act puts all Chinese companies (not just chips and electronics) in peril. I am guessing that China has not responded yet b/c they are evaluating what the most painful strike and the most effective time for it is. Depending on the pace of Trump's attacks, they may not have a choice but to retaliate soon. But given the choice, they'd probably wait till the September time frame before acting strongly. I doubt that the risks of confrontation with China have been priced into the market. Chinese strategic papers actually discuss the risks of military confrontation.