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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (27186)	1/29/2026 2:54:55 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 27229

I've very happy with the 2TB SSD version listed here costco.com I'd have to compare the chips to see if there is any performance loss with the newer, 1TB version that is in stock but if you are not driving 2 extra displays and don't need so many ports, then the $100 cheaper one should be great. The best part of Dells is they have finger print readers so it can save time with all the security checks my different brokerages, etc. have.

To: robert b furman who wrote (27186)	1/29/2026 3:11:47 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 27229

Are LRCX and AMAT the "new Consumer Staples" companies but in the hottest AI market? It hit me the other day that all these new, expensive machines will grow the replacement part and consumables business... I think before massive inflation, TP and other companies that sell things we buy on a regular basis got a high PE... it is what has driven the software companies to sell subscriptions... With secure, recurring revenue, PE can often go to 30 or higher... So I Axed AI: "what percentage of lam research sales are for consumables and materials?" AI Overview In fiscal year 2025, Customer Support Business Group (CSBG) revenues—which include spares, consumables, service, and upgrades—accounted for approximately 38% to 40% of Lam Research's total revenue. This segment provides a recurring, high-margin revenue stream for the company, complementing its primary "System" sales of semiconductor manufacturing equipment. Key Revenue Breakdown Data (Fiscal 2025): Customer Support & Other (Consumables/Spares/Services): ~38% ($6.94 billion) System Revenue (New Equipment): ~62% ($11.49 billion) Recent Trends: For the quarter ended September 29, 2024, service and spares made up 40.2% of revenue. The CSBG segment is expanding due to a large, growing installed base of machines, which exceeded 100,000 units in 2025. Lam Research expects this service-related revenue to continue growing as part of its long-term strategy.