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

To: Clear Eyed who wrote (85431)	8/5/2020 10:40:51 PM
From: The Ox	Read Replies (1) \| Respond to of 95487

Now, for the last 8 quarters LRCX has never missed a IBES consensus estimate. Please don't act like LRCX has never given guidance for future quarters during a quarterly report that was lower than what analysts were expecting prior to the report. Landscapes change and each company adapts with the industry. They have been excellent at managing the street's expectations and they deserve to be complemented for that. But they definitely guide below future expectations when necessary. You can't simply say "let's add 5% today" to all estimates, and compound them all today....and they will NEVER guide below the street's expectations ever again. You're excessively bullish and that's fine. Maybe I'm excessively cautious. And that's fine, too.