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Entries Tagged as 'AMAT'

Booming Chips

December 4th, 2017 · Comments Off on Booming Chips

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 […]

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The Applied Materials Super-Cycle Is In Full Swing

November 28th, 2017 · Comments Off on The Applied Materials Super-Cycle Is In Full Swing

We believe the company is in the midst of a super-cycle, fueled by a secular increase in the demand for memory and compute from many more sources. That growth is leveraged by a host of other factors for Applied Materials as discussed in the article below. This leads not only to improving revenues and EPS, […]

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Tags: AMAT