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SVTPerformance's Chain of Restaurants
Road Side Pub
SVTP stock pick thread.
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<blockquote data-quote="Fat Boss" data-source="post: 16464070" data-attributes="member: 122645"><p>It turned out to be far, far better than even I was expecting. Estimates were for earnings of $4.20/share, but came in at $4.78. That's a pretty big beat for a huge, forty year old company.</p><p></p><p>The outlook was as I expected- rosy. We're just getting started in a memory cycle, one that will take far more memory than the last ones due to the explosion in video conferencing, the emerging 5g rollout, machine learning, AI, and autonomous cars. Leaving Applied Materials for the third time, and joining Lam for the 2nd was the best move I ever did.</p></blockquote><p></p>
[QUOTE="Fat Boss, post: 16464070, member: 122645"] It turned out to be far, far better than even I was expecting. Estimates were for earnings of $4.20/share, but came in at $4.78. That's a pretty big beat for a huge, forty year old company. The outlook was as I expected- rosy. We're just getting started in a memory cycle, one that will take far more memory than the last ones due to the explosion in video conferencing, the emerging 5g rollout, machine learning, AI, and autonomous cars. Leaving Applied Materials for the third time, and joining Lam for the 2nd was the best move I ever did. [/QUOTE]
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SVTPerformance's Chain of Restaurants
Road Side Pub
SVTP stock pick thread.
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