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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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Donald Wennerstrom

Return to Sender

To: Return to Sender who wrote (81419)	10/16/2018 5:46:31 PM
From: Sam	2 Recommendations of 95520

Lam up over $5 AH, to over $150. KLAC and AMAT up as well, though not as much. Lam Research +4.7% on Q1 beats, upside guidance Oct. 16, 2018 4:22 PM ET\|About: Lam Research Corporation (LRCX)\|By: Brandy Betz, SA News Editor Lam Research (NASDAQ: LRCX) gains 4.7% aftermarket on Q1 results that beat estimates with revenue down 6% Y/Y. Q2 guidance is in-line at the lower end with revenue of $2.35B to $2.65B (consensus: $2.35B) and EPS of $3.45 to $3.85 (consensus: $3.45). Key metrics: Non-GAAP gross margin, 46.4%; operating margin, 27%; ending deferred revenue, $626M; ending deferred profit, $542M. Press release. Previously: Lam Research beats by $0.14, beats on revenue (Oct. 16) seekingalpha.com

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