KLA - semiconductor equipment and solution provider

$KLA-Tencor(KLAC)$- Market leader in Inspection tool. Their leading edge technology in DUV Brightfield inspector is without any competitor. With the shrinking design rule, and Fab capacity expansion, demand for such tool continue to be very strong. KLA also provide after sale service contract which are also lubricative. About 20% of revenue are from recurring service contracts. Gross profit margin is the highest among the OEM suppliers at about 50%. They are like the ASML in the inspection market. In the near future, don't see how AMAT can catchup in this segment. On the Ebeam market, KLA is begining to gain some ground with their new system. Can see them taking a small pie out of the ASML ebeam segment. Bare wafer inspection is another area which KLA dominate. Good team lead by strong leaders. For long term investor, this is a stock that cannot be miss.[鬼脸] [鬼脸] [鬼脸] [得意] [得意] [得意] Stock outperform S&P. with healthy financial statement. Do like and share if you learn something new. Thanks.@Tiger Stars