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


To: Return to Sender who wrote (88495)6/12/2022 7:56:32 PM
From: robert b furman  Read Replies (1) | Respond to of 95487
 
Hi RtS, That's a who's who of semi equipment companies and a few chip makers.

From what I see on the equipment makers , there is an unusually large back log, that actually provides some guidance for more than a quarter.

There's going to be a vicious break out up on solid earnings in the near future. Energy and chipmakers have balance sheets that allow expansion , buy backs, and dividend increases.

If rates go up, maybe the savers and solid conservative companies who build and guard their balance sheets will have reliable and profitable revenue growth.

If one has been investing and not speculating, their account is still growing.

Bob



To: Return to Sender who wrote (88495)6/13/2022 4:11:00 PM
From: Return to Sender1 Recommendation

Recommended By
Sr K

  Read Replies (1) | Respond to of 95487
 
BPSOX Fell 10 to 2 PnF Buy Signals - [ADI AMAT AMD CRUS ENTG NXPI QRVO SLAB SWKS TSM removed]

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