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Technology Stocks : Wennerstrom Semi Equipment Analysis
$SOX 1,250.89+1.5%Dec 15 5:16 PM ESTNews

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To: Sam who wrote (77258)9/30/2017 2:11:26 PM
From: Donald Wennerstrom  Read Replies (1) of 78195
 

I strongly believe in your assessment, but
The technological trends that underlie the many new sources of demand for NAND and DRAM are very powerful and will last for a long time if they are not halted by political interference. Sanjay, Ernie and Micron's executive team should be able to take advantage of those trends and grow nicely.
how long will it take for the analyst community come around to this conclusion? They should be coming around like Credit Suisse has done, but old habits die hard. The world lives in an ever increasing change environment, but most analysts to date are not taking note of this change. I remember reading only a few weeks ago, 1 author writing about Micron noting that the stock had a bad "whipsaw" back in 2001(16 years ago) and therefore deserved a high risk label. Sheeez!
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