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@Memo0606 you think this is not the time?
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@Wettyx91 yes i would wait
i bought $LRCX but too early πŸ˜… we will see
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@Memo0606 I will buy in phases so if it drops I will add to this position
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I find It hard to assess an overall price for the company, as competitors with similar earnings have much lower prices
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@Wettyx91 what competitors are you talking about?
Price doesnt mean to much if they split Will be cheaper but its the same company
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@Freis97 in fact every time you do a calculation you need to go to an original price before the split, that are there just to increase the buying. Some of the competitors would be:
Applied Materials, Inc.
Lam Research Corporation
KLA Corporation
there's more of course depending on which field, and if it's direct or indirect competition, depending on production chain or value chain
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@Wettyx91 yeah that what you Said, they both produce semiconductors, but for different areas and different buyers, so as far i know if some of that companys increase their selling volume, that Will be no effect on asml
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