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From: Sam10/5/2017 1:21:18 PM
2 Recommendations   of 77490
 
This is from a Micron blog.

Announcing GDDR6N
  • Jay Walstrum
  • October 04, 2017
  • Memory Blog

  • This week at the Linley Processor Conference Micron announced our new GDDR6N technology – the latest high-performance GDDR technology for networking. This follows our automotive announcement at Mobile World Congress Americas a few weeks ago.

    At Micron, we clearly recognize the value GDDR technologies bring to high-performance designs. Our market-leading GDDR5X technology dominates the performance graphics segment while our pioneering GDDR5N technology is enabling a new breed of switching solutions in the data center.

    With our latest GDDR6N technology, Micron continues this tradition of innovation and performance, designed to exceed the rigorous demands high bandwidth networking solutions place on the memory subsystem.

    We’re actively engaged with partners and customers to enable our GDDR6 and GDDR6N technologies beyond the traditional graphics markets. Stay tuned – partner announcements to follow.

    Contact us today for more details on how our latest GDDR6N technology can help your designs succeed. And check out our white paper, Extending the Benefits of GDDR Beyond Graphics.

    micron.com

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    To: Donald Wennerstrom who wrote (77290)10/5/2017 2:12:21 PM
    From: Kirk ©
       of 77490
     
    Are we in a bubble?

    Poll with bull and bear case: siliconinvestor.com

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    To: Kirk © who wrote (77298)10/5/2017 3:39:10 PM
    From: Donald Wennerstrom
    1 Recommendation   of 77490
     
    I voted.:-)

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    To: Kirk © who wrote (77298)10/5/2017 3:57:05 PM
    From: Sam
       of 77490
     
    Perhaps you should add a line, "Don't know" or "No opinion".

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    To: Kirk © who wrote (77298)10/5/2017 4:03:22 PM
    From: seminole
    1 Recommendation   of 77490
     
    I voted!
    With low but increasing interest rates, a shortages of housing inventory, near full employment,
    an aging population, and a confused Fed; this economic expansion will not end well.
    I expect a bear market in the bond market to fuel a final leg up and bubble in the stock market.

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    To: Sam who wrote (77300)10/5/2017 4:09:18 PM
    From: Kirk ©
       of 77490
     
    Wouldn't that be similar to about right? That is what I consider risks and rewards are equal.

    I'd add that if I could. Perhaps post that as a reply to the poll so we can click the "replies" and see all who don't know.

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    To: seminole who wrote (77301)10/5/2017 4:10:40 PM
    From: Kirk ©
       of 77490
     
    Yeah, that seems a reasonable ending but when and how much higher is also important. Rebalancing a balanced portfolio can mean you have 50% more money if the market doubles again then still have plenty to buy a 50% decline from that level.

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    To: Kirk © who wrote (77302)10/5/2017 4:15:22 PM
    From: Sam
       of 77490
     
    No, because I wouldn't say it is "About right". I really have no idea. I don't buy "the market". I buy individual stocks. Although it is true that I have opinions about the market. Opinions which are very fluid and can change on a dime depending on circumstances.

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    To: Sam who wrote (77304)10/5/2017 4:24:55 PM
    From: Kirk ©
       of 77490
     
    Too bad I can't edit it... I'll try to remember to have "no opinion, I don't know" for the next one.

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    From: Donald Wennerstrom10/5/2017 4:48:09 PM
    2 Recommendations   of 77490
     
    This is day early to post the results of the week for the SOXM stocks and major indices, but some interesting results so far.

    There are 9 stocks down so far, and among them are AMAT(-1.3%), ASML(-1.6%), KLAC(-4.1%)(at the bottom), and LRCX(-1.2%), all 4 of the big semi-equip makers. At the same time, the SOX is up +14.32(+1.2%), COMPX UP +89.40(+1.4%), DOW up +373.40(+1.7%), and the SPX up +32.86(+1.3%).

    INTC(+3.8%) and AMD(+4.6%) are doing great while MU is up +4 cents(+0.1%), along with the SOXM up +1.10(+0.1%), both trying to keep their "chin above water":-)


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