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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.
$EXTR has been on an interesting uptrend, fundamentals kinda tricky but solid technical. Earnings 5th
Wow! $MCD scores again.