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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (2301)11/21/2014 10:46:04 AM
From: Kirk ©  Read Replies (1) | Respond to of 26398
 
I'm ALWAYS worried when the CEOs say "this time it is different" near record highs for LRCX....

They've cut much of the cyclicality out of their price by offshoring a lot of labor so their fixed expenses here in the Silicon Valley are mostly R&D and sales. Still.... the smaller companies, like UTEK and the ones you follow, can lose money with yield issues that push out orders.