Replies to post #449628 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

Semiconductor Capital Equipment: Top picks VSEA & LRCX@JPHQ
Checks have indicated orders for Q1 have significantly improved over the past weeks. Upside is being driven from memory and foundries. JPMorgan expects Q4 orders up 10%-15% outperforming 8% guidance and Q1 guidance is now expected to be in the 15%+ range. The firm's top picks are VSEA and LRCX. Additionally, JPHQ feels that AMAT and KLAC should benefit from the broad order strength as well.