Technology Stocks : Wennerstrom Semi Equipment Analysis
SOXX 184.28+1.4%Jul 17 5:20 PM EDTNews

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (77258)9/30/2017 2:11:26 PM
From: Donald Wennerstrom  Read Replies (1) of 80516

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!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

Copyright © 1995-2018 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.