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

To: Return to Sender who wrote (91525)	1/25/2024 9:22:38 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 95397

It's a question of what is priced in. So here's the question to you: since TSM and ASML have both raised their forward guidance, then why isn't KLAC? It can be only one of few things: (1) The industry is not doing as well as TSM and ASML have had us believe. (2) The KLAC is losing market share to someone. (3) The analysts don't know zip about KLAC and overestimated it in the past and now it is just catching up to that. If you see a 4th case, let me know.