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Well, finally this thread seems interesting again after a couple of years. Since we seem to be entertaining alternative ideas, what market share do the earnings estimates carry? I assume in the 90+ %category. Just for the sake of discussion what market share does AMAT enjoy on some of its products? What about TER, KLIC, KLAC, ETEC? Why will a component supplier ( blasphemy), a consumable component (double blasphemy)supplier at that,enjoy better market share than those dominant SYSTEM suppliers? BTW, NIKON, ASML, CANON, SVGL are system suppliers and they are looking for every competitive advantage in their battles to reduce cost and operating expenses. The barrier to competition is better at the system level than at the component level from a IP perspective.
Still long (and at long term gains!), want Jay's prices
TI2
PS-for the TA people-big block buys in last 2 hours today on several capex stocks- seems like some one big went shopping today at holiday prices |
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