### Comment:
Lowers guidance to 'only' +18% yoy net sales in 3rd Q, with improving margins and 4% buyback, yeah sure, definitely warrants a 15% pullback in a month.

### REPLY:
People like you ask this question, people like me and /u/TeffyWeffy explain the near term outlook for semi mfg equip companies is not good.  People like you continue to ask the same question. 
  
 Get out, buy $MU if you want a semi play.  Or just buy $AMD and sell covered calls and rake in 80% in a year from that alone.

### END.