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$LRCX's Memory shipments were strong during 1Q16, combined Memory segment made up 72% of total systems shipments compared to 16% in the prior quarter. NAND and other non-volatile memory accounted for 40% of the shipments. NAND investment in the quarter was primarily directed towards investments in 3D NAND.
$EXTR has been on an interesting uptrend, fundamentals kinda tricky but solid technical. Earnings 5th
Wow! $MCD scores again.