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

To: Return to Sender who wrote (81419)	10/16/2018 5:46:31 PM
From: Sam	2 Recommendations Recommended By Donald Wennerstrom Return to Sender Respond to of 95520

Lam up over $5 AH, to over $150. KLAC and AMAT up as well, though not as much. Lam Research +4.7% on Q1 beats, upside guidance Oct. 16, 2018 4:22 PM ET\|About: Lam Research Corporation (LRCX)\|By: Brandy Betz, SA News Editor Lam Research (NASDAQ: LRCX) gains 4.7% aftermarket on Q1 results that beat estimates with revenue down 6% Y/Y. Q2 guidance is in-line at the lower end with revenue of $2.35B to $2.65B (consensus: $2.35B) and EPS of $3.45 to $3.85 (consensus: $3.45). Key metrics: Non-GAAP gross margin, 46.4%; operating margin, 27%; ending deferred revenue, $626M; ending deferred profit, $542M. Press release. Previously: Lam Research beats by $0.14, beats on revenue (Oct. 16) seekingalpha.com

To: Return to Sender who wrote (81419)	10/16/2018 5:49:33 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95520

LRCX had a good quarterly report as documented by Briefing.com Lam Research beats by $0.14, reports revs in-line; guides Q2 EPS above consensus, revs in-line 4:13 PM ET 10/16/18 \| Briefing.com Reports Q1 (Sep) earnings of $3.36 per share, excluding non-recurring items, $0.14 better than the S&P Capital IQ Consensus of $3.22; revenues fell 6.0% year/year to $2.33 bln vs the $2.31 bln S&P Capital IQ Consensus. Gross Margin 46.4% vs street expectations of 46.1%Co issues guidance for Q2, sees EPS of $3.45-3.85, excluding non-recurring items, vs. $3.45 S&P Capital IQ Consensus; sees Q2 revs of $2.35-2.650 bln vs. $2.35 bln S&P Capital IQ Consensus.