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Technology Stocks : Wennerstrom Semi Equipment Analysis
SOXX 189.68-0.3%9:54 AM EDTNews

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To: Sam who wrote (79159)3/7/2018 11:07:38 AM
From: booney1  Read Replies (1) of 80300
 
Much of Lam's presentation to analysts yesterday dealt with the future demand they saw in the memory markets. An interesting point they made was that an autonomous car created 8TB of data per day, which they said was 8 times that of a commercial server. They also strongly made the point that their customers were doing very well. I think their presentation was bullish for MU,TSMC,INTC and the entire semiconductor equipment sector.
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