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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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To: Donald Wennerstrom who wrote (78755)1/26/2018 10:21:16 PM
From: Sam1 Recommendation

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more on memory--video interview with LRCX's Martin Anstice.

"The reality is there is an extraordinary inflection occurring... Silicon is right at the center of that and its just beginning.... Historically our industry would dialogue around units. Units of cell phones, units of PCs. Today its about content. Cell phone growth single digits. Content growth in cell phones 50% per year.... The diversification of demand for silicon is the answer to sustainability. Its very exciting."
--Martin Anstice

The world is changing 'in every respect' as tech applications grow, Lam...
3 Hours Ago
Jim Cramer checked in with Lam Research President and CEO Martin Anstice after earnings to hear about his company's red-hot results.

cnbc.com
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