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

To: Elroy who wrote (80596)	7/26/2018 4:17:48 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95500

Lam Research beats by $0.37, beats on revs; guides Q1 EPS below consensus, revs below consensus 4:12 PM ET 7/26/18 \| Briefing.com Reports Q4 (Jun) earnings of $5.31 per share, excluding non-recurring items, $0.37 better than the Capital IQ Consensus of $4.94 and versus company guidance of $4.80-5.20; revenues rose 33.3% year/year to $3.13 bln vs the $3.08 bln Capital IQ Consensus and company guidance of $2.95-3.25 bln. Deferred revenue at the end of the June 2018 quarter decreased to $994 million as compared to $1.1 billion at the end of the March 2018 quarter. Co issues downside guidance for Q1, sees EPS of $3.00-3.40, excluding non-recurring items, vs. $3.89 Capital IQ Consensus Estimate; sees Q1 revs of $2.15-2.45 bln vs. $2.77 bln Capital IQ Consensus Estimate.

To: Elroy who wrote (80596)	7/26/2018 7:10:23 PM
From: Donald Wennerstrom	2 Recommendations Recommended By Elroy Return to Sender Read Replies (1) \| Respond to of 95500

An overview of SIMO showing prices and earnings profile for actuals and estimates for a few years. For the last couple of years, the peak prices have been about the same while actual earnings have decreased initially and now are starting back up. The upcoming 2Q report is next Tuesday. The mean estimate is 0.78 cents which is -0.01 cent less than 4Q18. The upward slope of the earnings estimates going forward looks good. If SIMO can meet, or beat, those estimates, price may follow.