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

To: Sam who wrote (85918)	11/16/2020 12:51:22 PM
From: Elroy	Read Replies (1) \| Respond to of 95501

What comes after NAND? Is there any agreement? Can NAND just increasing the number of layers as long as line widths keep shrinking?

To: Sam who wrote (85918)	11/16/2020 1:30:30 PM
From: oldbeachlvr	1 Recommendation Recommended By Sr K Read Replies (2) \| Respond to of 95501

Thanks for the reply Sam. When I first saw that MU earnings would be on January 7, instead of the normal December date, I thought something was up. Then when the three investor presentations were announced (https://investors.micron.com/news-releases/news-release-details/micron-technology-announces-upcoming-investor-events-11) and Sanjay will speak on December 1. My thought was that earnings were moved so Sanjay could make a quarterly financial update and not be in the "quiet period" (although the earnings quiet period is somewhat informal and ill-defined). I would not think that new updated DRAM technology or management speaking at conferences would be a reason for MU to increase over 10% in ten trading sessions. MU today made a 12 month high, and is only about 2 points below an 18 year high.