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$AMAT 3Q15 Call: Our non-GAAP OpEx was $576MM in Q3, in Q4 we plan to reduce it to $555MM plus or minus $10MM. In solar we discontinued our wafer start and solar implant product lines, resulting in one-time charges of approx. $51MM in the third quarter. FY15 wafer fab equipment spending is trending lower than our prior expectations.
$EXTR has been on an interesting uptrend, fundamentals kinda tricky but solid technical. Earnings 5th
Wow! $MCD scores again.