While this looks like a possible long term buy based on current PE, forward PE, PB, Debt to E ratio, etc...
I noticed that 83.5% of theirQ3 sales are to LAM (61.9%) and AMAT (21..6%). And 2017 was a similar breakdown.
So the majority of their revenue is dependent on 2 customers.
Does this cause concern for anyone else?
Submitted October 21, 2018 at 11:59AM by DM12345678 https://ift.tt/2yS48JY
