Lam Research had another stellar quarter with shipments rising at 50% y/y. However, 2018 will see a considerable slowdown in this torrid pace. We’ll investigate the main growth drivers to see whether these can still drive the shares higher despite the slowdown in growth. Source: Lam Research Is Slowing Down But The Shares Are Still […]
Entries Tagged as 'LRCX'
February 6th, 2018 · Comments Off on Lam Research Is Slowing Down But The Shares Are Still Attractive
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 […]
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 […]