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

To: Sun Tzu who wrote (85482)	8/14/2020 7:49:39 AM
From: booney1	Read Replies (1) \| Respond to of 95487

AMAT earnings call transcript sees strength in memory. From the transcript... "In memory, we see investments for the year growing slightly faster than in foundry/logic, as customers push forward with their technology roadmaps. We also see the growth rate in DRAM being very similar to NAND." I did see the news from MU and WDC. It's very hard to track memory. Companies seem to build inventory, and then back off. I think the end use demand will be increasing. In Greensboro, NC where I am from, the school system just announced that they ordered 79,000 laptops and ipads for students and teachers for remote learning...they are back ordered and won't arrive until December. New iphones in Oct, two new gaming platforms..