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Q: Hello wonderful 5i folks,
This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.
Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?
Thank you as always!
This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.
Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?
Thank you as always!
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Q: Greetings 5i,
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
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