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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (74219)	11/10/2023 6:45:29 PM
From: E_K_S	Read Replies (1) \| Respond to of 78748

Re: MKSI From AI Bard - just as I suspected MKS Instruments Inc. (MKSI) generates 60% of its revenue from the semiconductor industry. The remaining 40% of its revenue comes from other industries, such as aerospace, defense, and energy. MKS Instruments Inc (MKSI) works with and has their components built into semiconductor equipment vendors. MKSI is a global provider of technologies that enable advanced processes and improve productivity. Their products are used in a wide range of semiconductor manufacturing applications, including deposition, etching, lithography, metrology, packaging, and inspection. Some of the semiconductor equipment vendors that use MKSI components include: ASML Applied Materials Lam Research KLA Corporation Tokyo Electron Veeco Instruments SCREEN Semiconductor Solutions Nikon MKSI's components are essential to the operation of many of the semiconductor manufacturing tools that these vendors produce. For example, MKSI's mass flow controllers are used to regulate the flow of gases into and out of deposition and etching chambers. MKSI's pressure controllers are used to maintain a consistent pressure inside these chambers, which is critical for ensuring the quality of the semiconductor wafers. MKSI's partnership with semiconductor equipment vendors is a key part of their business strategy. By providing essential components to these vendors, MKSI is able to gain access to a wide range of customers and markets. In addition to the semiconductor industry, MKSI's products are also used in a variety of other industries, including electronics and packaging, aerospace and defense, and energy. ------------------------------------------------- MKSI's semiconductor business is well-diversified, with no single customer accounting for more than 10% of revenue. This diversification helps to mitigate risk and ensures that MKSI is not overly reliant on any one customer or industry. MKSI's strong performance in the semiconductor industry is due to a number of factors, including: The company's broad product portfolio, which includes a wide range of essential components for semiconductor manufacturing MKSI's strong customer relationships with major semiconductor equipment vendors The company's focus on innovation and new product development MKSI is well-positioned to continue to benefit from the growth of the semiconductor industry. The company's strong market share, diversified customer base, and focus on innovation are all key competitive advantages. Here is a breakdown of MKSI's revenue by industry segment for fiscal year 2022: Semiconductor: 60% Aerospace and defense: 15% Energy: 15% Other: 10%

To: E_K_S who wrote (74219)	11/10/2023 7:01:35 PM
From: Paul Senior	Respond to of 78748

MKSI. I gave up recently after holding a few tracking shares for 18 months with avg. cost about $100/sh. Stock could work out for you. For me, I've not regained enough confidence to rebuy any shares here. I've been reducing/eliminating small/tracking positions in several semiconductor-related stocks which I held. Where the prices have dropped, and looking at that, I'm forced to conclude I really don't have any confidence in what I have or what it is that will want me me to stick around.

To: E_K_S who wrote (74219)	11/11/2023 4:40:09 AM
From: Madharry	Read Replies (1) \| Respond to of 78748

Something looks strange to me about the numbers. namely that the return on assets is only 3.4% but the share price/ cash flow is like 5 times. I can only surmise that they have a ton of depreciation which probably means they have major cap expenditures every year. Doesnt seem like the kind of company i would buy into without listening to a bunch of previous earning calls to understand the business better. OT my Ameritrade got transferred to schwab. ffxdf balance has not been computed correctly and I made my third contact this week to try to resolve it. along the way i found out that you cant reply to a message they send . you have to compose a new message which seems like a stupid system . and their chat button is the headphone symbol fyi. I wonder if anyone knows whether they have supplemental insurance beyond the $250 K everyone has automatically.