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Lam beats on EPS & Revs and good Q1 (Sept) guide

Lam beats on EPS & Revs and good Q1 (Sept) guide
by Robert Maire on 08-10-2016 at 7:00 am

Continues to Outgrow in a Flat Capex Environment. Is September the 2016 Peak with a softer December? Lam reported June, Q4 , revenues of $1.55B and EPS of $1.80, handily beating estimates and besting relatively high expectations for a positive spin and outlook for H2. Guidance was for a Sept quarter of $1.625B in revs and $1.77 in Read More


KLAC accelerates business into Q4 and where are we on the KLAM deal?

KLAC accelerates business into Q4 and where are we on the KLAM deal?
by Robert Maire on 08-09-2016 at 12:00 pm

While no one was really paying attention, and the company didn’t have an earnings call anyway, KLAC put up a strong beat. Revenues came in at $919M versus street of $842M and EPS came in at $1.77 easily beating $1.42 street.

However this was at the expense of the September quarter as it appears that business in the September quarter… Read More


The best possible merger in the Semiconductor Capital Equipment Business history!

The best possible merger in the Semiconductor Capital Equipment Business history!
by Robert Maire on 10-21-2015 at 12:00 pm

A new powerhouse to dominate over AMAT
Combination of best of Breeds
KLAC shareholders get $32 cash plus stock


The wedding invitation…….

Lam Research Corporation (NASDAQ: LRCX) (“Lam”) and KLA-Tencor Corporation (NASDAQ: KLAC) (“KLA-Tencor”) today announced that they have entered… Read More