I remember some idiot from BofA that Hill really detested. I don't remember his name though.
The people that write these financial reports for consumption by investment bank clients are not typically engineers, much less electrical or materials science people and do not write for them.
I do miss Hill's acerbic wit as well as his willingness to talk about orders coming through the pipe.
OT: I am retiring this year and looking to move. Any properties available in your area?
My own personal take without doing a lot of research is that LRCX is internationally diversified.
That implies that the main danger to LRCX is the international economy going down, and I think that Janet just quashed that republican dream. Sorry to Larry Summers, Goldman Sachs and Bush family. You won't get richer off the little people on this ripple.
I don't think that LRCX price is as interest rate sensitive as today's volatility seems to suggest. The market gets jitters from the FED and responds with jitters. So what? Don't buy the stock price. Buy the company business.
Sounds like you are fan of mimi the stoopid and/or barb the sickie cross dresser blowing his/her boss. Your dreams of memory lane are seriously twisted if you liked these so-called people.
Hmmmmmmmmmmmm. Wallis Weaver sounds more like Shrugg all the time. Mind you, I personally liked and respected Shrugg for his strengths but he did seem to delight in #$%$ people off. He was also obsessed with politics. And he did like to dominate the board when he was in his cups.
Hmmmmmmmmmmmmm again. Shrugg usually had too much character to create a phony alias to recommend his line of thought but creating a phony alias to disrespect him sounds like the contrarian that he was.
So who are you? please be specific if you wish to be specifically considered? You sound like a short #$%$, but on the small likelihood that you have an actual agenda, tell us what it is simpleton. We will forgive you if you produce profits.
There you stood on the edge of your feather, expecting to fly.
I expect flying soon.
LRCX just borrowed 1B. They said it was for general corporate purposes, aka cya with the sec.
Could be just borrowing money while it is still cheap, which is a great reason to do it. Could also be there is low hanging fruit.
I doubt if they would borrow money to return it to stockholders.
I don't fully understand this discussion that you are having with yourself. But ARM is apparently the latest incarnation of RISC, which I am familiar with. INTC went with battleship/garbage scow approach in pentium. APPL/IBM went with RISC. This was back in the mid 1990s. NVLS provided CU interconnect for IBM micro-processors, so I remember it well. Ancient history has its students.
Now for a discussion of Troy and Homer.