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S&P 500
5,011.12
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-0.22%
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-0.90%
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researcher59

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Re: wadegarret post# 44111

Monday, 01/22/2018 11:56:20 AM

Monday, January 22, 2018 11:56:20 AM

Post# of 112411
ICHR +1.63 to 34.02, looks good, but heavily dependent on industry semiconductor equipment giants AMAT and LRCX which accounted for over 95% of sales in 2016. So there's risk in that dependency and the stock would tank if they lost either customer to competition. Also it's a very cyclical business tied to the broader semiconductor industry.

Too bad we missed the Q4 preannouncement last week when the stock could have been bought in the $27's !
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