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puffadder

09/07/18 1:39 PM

#93992 RE: BornAtNight #93989

We hold or close slightly green we are set up ...

for a break of $30 next week.

Gonna hear "overpriced" every time there is a leg up.

Folks pricing in 2019/2020 growth - speculation drives high flyers.

JLS

09/07/18 2:03 PM

#93993 RE: BornAtNight #93989

Skipping technologies too fast.

It's not as simple as 10 vs 7 vs 5 vs 3 vs 2, etc.

Different structures and processes work differently and have different cost/benefit relationships.

Given different architectural and cost relationships, and patent rights (licensing fees), a 7-nm solution may not be much better than another company's 10-nm solution, et cetera.

abracky

09/07/18 2:52 PM

#93996 RE: BornAtNight #93989

Cramer. LOL