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

To: Sam who wrote (78704)	1/24/2018 8:12:42 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95536

Yes 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. It looks like they haven't shown a GAAP loss since early 2010... kirklindstrom.com Perhaps when they bought NVLS they got a lot of depreciation and/or losses.