They guided eps of .20 higher than this qrt on the same revenues . Doesn't make sense, but what does ? The last I heard it was Bush's fault that the Kings healthcare isn't working. Now for the next 6 months everybody that misses earnings can blame the shutdown. Funny how 90 days ago after the last qrt lam's est was .83 a share but come earnings they now beat by .10 because they lowered estimates for the last 3 months. Same thing next qrt, when it comes time to report $1 a share will be nowhere in the equation
well wait a minute now. do you mean to tell me that you are dumb enough to be a tea party republican? suddenly this "discussion" makes sense. now go away and look for obama's birth certificate. it is probably in afganistan.
you're the same guy who used to cry about Novellus Rick Hill - looks like very little changed
They guided eps of .20 higher than this qrt on the same revenues . Doesn't make sense
maybe these were capacity buys which result in higher margins - still playing (shorting) semi equips
there used to be a poster "shrugg" and AURICULATUS
i remember them well. shrugg was quite the prognosticator and humorist. a2k was almost convincing me that covered call selling was exploiting a hidden market inefficiency.
what has changed is that we are going to 7-8 nm linewidths before moore's law is no moore. also 450 mm wafers are going to make equipment vendors richer than 300 did.
what has also changed is that i kept buying these shares as they dipped and came slowly up. the merger was even better, but nothing like the money i made when cymi was acquired by asml.
we are in a period of industry consolidation. i don't say a bear cant make money or dont try to make money as a bear. but the bull is running in these stocks again. so please do continue to short sell so you can buy at higher prices. you guys are my best customers!