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Technology Stocks : Wennerstrom Semi Equipment Analysis
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From: booney13/7/2018 8:27:58 AM
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LAM Research had an analysts day yesterday. They raised the dividend by 110% and threw in another $2 billion for stock buy back. It's kind of long (90 minutes /w questions), bur full of great info. They provided their views on the industry and raised expectations out to 2021.

It's worth listening to... investor.lamresearch.com

One point Martin made that I really liked was that although Semi Capital Equipment was very expensive, it has been declining as a percentage of the customers profit...ie they can still afford it!.
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