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

To: Sam who wrote (89476)

12/27/2022 9:36:47 PM

From: robert b furman

Respond to of 95561

Hi Sam.

I'd guess they would have to sell the memory to themselves at the same price or enrage dumping laws.

Looks like they would help themselves the most.

It may be a question of a higher margin in the right pocket or the left pocket:

Global Smartphone Quarterly Market Data (Q4 2020 – Q3 2022)

Global Smartphone Shipments Market Share (%)
Brands	Q4 2020	Q1 2021	Q2 2021	Q3 2021	Q4 2021	Q1 2022	Q2 2022	Q3 2022
Samsung	16%	22%	18%	20%	19%	23%	21%	21%
Apple	21%	17%	15%	14%	22%	18%	16%	16%
Xiaomi	11%	14%	16%	13%	12%	12%	13%	13%
OPPO*	9%	11%	10%	11%	9%	9%	10%	10%
vivo	8%	10%	10%	10%	8%	8%	9%	9%
Others	35%	26%	31%	32%	30%	30%	31%	31%

They are being aggressive!

To: Sam who wrote (89476)	12/27/2022 9:42:06 PM
From: Return to Sender	1 Recommendation Recommended By Robert O Read Replies (2) \| Respond to of 95561

While I don't see the FED giving up on raising rates until later in 2023, what they are doing is far worse for MU and even Samsung, and the entire stock market, than Samsung continuing to build out. The FED created inflation by their easy money policies and now they have to do their best to reduce inflation to a more manageable level. We all want to believe that every company we follow, like MU for instance, is in great shape to handle a recession, if they, and their competitors are responsible about how they spend their money, but it's the FED that holds all the cards. Earnings and outlooks must fall further as the economy finally tanks. The FED will overdo it slamming on the brakes because they have to do it. The VIX has got to rise further than it has over the last year because it always does when small investors throw in the towel. They simply have not done so yet. In the meantime buying stocks, even MU, when it gets truly oversold, selling below book value, will work out great longer term. No margin! No worries... If we ever see a 90% upside day in which, the NASDAQ has also participated, then we will know the bear market is over. RtS