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What conclusion could we derive from the recent (April 3) PR from Imagination where we learn that the company “has been notified by Apple Inc. (“Apple”), its largest customer, that Apple is of a view that it will no longer use the Group’s intellectual property in its new products in 15 months to two years time, and as such will not be … Read More
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LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?