TRIPLE TRADES Message Board

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Strategies & Market Trends : TRIPLE TRADES

OPEN 7.993

+21.9%

Nov 10 3:59 PM EST

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yard_man

To: yard_man who wrote (3834)	6/17/2024 3:02:26 PM
From: robert b furman	1 Recommendation of 4397

Watch AMAT/LRCX, that doesn't mean the back end. Once the front end is up to spec and quality is dialed in, then the ramp up to testing levels. Then the back end get pressure for quick delivery. TER says the trough is in now to get the front end to ramp stage. AMAT and LRCX will show that. Best guess Q4,2024 to Q1 2025 - watch for an inventory build,- if the order is in sight., they buy ahead on deals. The 4thQ and Q1 are often the softer months. Then again, of course. "if it is different" - (it sends shivers down ,my back thinking it , let alone typing it. <smile>

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