We compare four chip equipment makers on various metrics as there are really substantial differences in performance, growth and valuation. We try to tease out some tentative conclusions from this. One of these conclusions is that ASML Holdings is very richly valued compared to the other three, on metrics, there seems little to warrant that […]
Entries Tagged as 'LRCX'
December 4th, 2017 · No Comments
October 3rd, 2017 · Comments Off on Lam Research Can Run Higher
Despite an impressive rally in its shares, Lam Research still has several important tailwinds behind it. Valuation is high from a cyclical point of view, but the company is cheaper than competitors and the cyclical fears are likely overblown. So we see room for the stock to run higher. Source: Lam Research Can Run Higher […]