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4SAFEt OLED Self-Driving Car Stock Analysis VR/AR

$PLAB AMOLED Inflection in 2017

September 22, 2016September 22, 2016 Sundeep Bajikar

Photronics (PLAB) makes photo masks for semiconductor and display panel manufacturing. The chart below shows PLAB’s revenue mix. Over the last 6 quarters, flat-panel display

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4SAFEt DRAM NAND Stock Analysis

$AMAT Stock Catching Up To Fundamentals

May 25, 2016August 31, 2016 Sundeep Bajikar

Picking up where I left off discussion of AMAT in my book, the period following TEL (Tokyo Electron) merger termination proved to be a good

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DRAM Industry Analysis NAND

NAND Spot Prices May 2016

May 25, 2016August 31, 2016 Sundeep Bajikar

The chart shows NAND spot prices as of May 2016 for 64Gb and 128Gb MLC and TLC NAND components, based on data provided by inSpectrum.

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Equity Research for the Technology Investor - Value Investing in Technology Stocks

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