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$LRCX 4Q15 Q&A: Krish Sankar from Bank of America asks how much of your growth is coming from SAM expansion and how is the market share. Martin answers, from the beginning of this inflection story roughly a two-third, one-third profile in favor of SAM expansion.
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.
Well this is big! I don’t know if it’s someone’s monopoly or genuine excitement, but either way, $CSX is up 23% after market closed. I heard some activist investor is going to blow big money into CSX Corp. Anyone mind explaining?