Equity Field Notes from temporal sources

[DanWebzster]

UCTT revs increased more than 60% in 2017. After Q1/2018, the market seems to perceive this as a one-time event.

Growth for UCTT services could continue in the 20% range; but, the net income margin will at best hold steady at 8.1%

Without growing margins, Semi stocks do not usually make good investments