KLA-Tencor Is Winning Market Share
With growth stalling for a couple of quarters and little room for margin expansion, there seem to be few levers left for the company to boost its share price substantially. […]
KLA-Tencor Has Plenty Of Room To Run
The company has a nice niche and is well positioned for the Chinese efforts to build their own chips industry and the coming evolution towards EUV. The company has industry […]
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. […]
KLA-Tencor Is Firing On All Cylinders
The company is firing on all cylinders, its markets are growing, margins are expanding and it is gaining market share. The company also produces an astounding amount of free cash […]