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To: Sun Tzu who wrote (3374)	1/20/2022 4:45:43 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10701

A couple of things about that article: (1) I have a screen for the semis that I'd like to buy on pullback and every stock they recommended, except for INTC, is on that screen. So I know what they are talking about. (2) In the current situation the most pertinent thing that article said is this: "The SOX is now trading at 7.9 times estimated next 12 months sales—more than double its historical 10-year average." Good luck PS Another strange sign of times was an article (on Street.com, I think) that argued chips and semicaps should not be considered as a cyclical business and we should think of them as secular growth companies.

To: Sun Tzu who wrote (3374)	6/30/2022 5:16:53 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10701

Micron Technology Beats but Guides Lower Micron Technology (MU) reported 3rd Quarter May 2022 earnings of $2.59 per share on revenue of $8.6 billion. The consensus earnings estimate was $2.45 per share on revenue of $8.7 billion. The Earnings Whisper number was $2.50 per share. Revenue grew 16.4% on a year-over-year basis. The company said it expects fourth quarter earnings of $1.43 to $1.83 per share on revenue of $6.80 billion to $7.60 billion. The current consensus earnings estimate is $2.62 per share on revenue of $9.45 billion for the quarter ending August 31, 2022. Micron Technology Inc is a manufacturer and marketer of DRAM, NAND Flash memory, CMOS image sensors and other semiconductor components. It has two segments, Memory and Imaging.