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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (78703)	1/24/2018 7:43:11 PM
From: Sam	Read Replies (2) \| Respond to of 95536

I'm not sure, but I think it comes from a one time reduction in the value of their tax loss carry forward amounts. Except I can't recall when Lam actually lost money. Probably back in '07-08. But I'm sure that they have run through any NOL's from that time since then.

To: Elroy who wrote (78703)	1/24/2018 8:10:32 PM
From: Kirk ©	Respond to of 95536

Yeah, I thought of that but they haven't had a loss in ages. I think they made money even during the crash. My guess is it might be new equipment or buildings they were depreciating, perhaps from buying NVLS, over the life of the asset lost value as a deduction as you suggest. I was hoping someone heard the CC or knew for sure to save me looking, if I ever get the time! Lately I've been swamped taking profits, rebalancing, etc. I did a TON of buying emerging markets and foreign back when those markets were way down and now they've soared with the help of the dollar crash so I'm rebalancing to lock in some nice gains.