Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: The Ox who wrote (85743)	10/13/2020 9:42:31 AM
From: The Ox	2 Recommendations Recommended By Return to Sender Sun Tzu Read Replies (1) \| Respond to of 95420

The rise in PC sales makes me wonder if there's going to be a larger drop in demand down the road than is currently being 'priced into' the semi markets. I assume the upgrade cycle was strong for all mobile devices over the past 6 months. Yes, 5G is just starting and there's a lot of momentum taking place in companies that provide products in this area. Lots of cross currents (as always). Seeing RtS posts that show BP SOX at 27 also implies that we could be in the 'buy the rumor, sell the news' part of earnings season. It will be interesting to see how many companies beat and guide down, to temper the street's enthusiasm...