Company Notes

July 18, 2022

Some FQ4E EPS Preview Thoughts

By Steven Fox

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July 18, 2022

Raise Rating to Outperform on the Back of Recent Meetings

By Steven Fox

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July 14, 2022

Takes Some More Technical Strides Forward

By Steven Fox

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July 13, 2022

Some Interesting SEMICON Comments

By Steven Fox

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July 13, 2022

News Raises Questions on Capital Allocation

By Steven Fox

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July 12, 2022

Discloses Material DRAM Outage

By Steven Fox

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July 12, 2022

More Modeling Risks to Consider

By Steven Fox

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July 11, 2022

Makes an Important Move into Mexico

By Steven Fox

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July 8, 2022

Adding to Growth Potential

By Steven Fox

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July 7, 2022

Reducing Our Below Consensus Forecasts Somewhat Further

By Steven Fox

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July 7, 2022

Adjusting Estimates for Consumer Concerns; Stock Still a Bargain

By Steven Fox

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July 7, 2022

Reducing Estimates

By Steven Fox

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July 6, 2022

Making Further Cuts to F2023E (Jun) EPS

By Steven Fox

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July 6, 2022

More Win Momentum to Consider

By Steven Fox

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July 5, 2022

Too Much to Debate for Now; Reduce Rating to Equal-Weight

By Steven Fox

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