Applied Materials: Largest Wafer Fabrication…

[Jan Klein Poelhuis]

Thanks Dan! Looks like a solid piece of work. Heads I win, tails I don't lose much kind of scenario.

[Dan]

Jan, thanks for your valuable feedback!

[Eugenio]

thanks. an interesting chart with money in/out flows. didn't see Japan - this country has a huge us assets holding

[Franco]

Thanks again for shearing this valuation, this is a big company that I follow, as lam research and asml

[Dan]

You're welcome

[Kraw]

thanks for such a detailed analysis!