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Richard Davenport
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Richard Davenport provides differentiated research utilizing supply chain analysis, as well as more traditional methods. He is a former sell-side analyst at Citigroup. In 2005 he founded Connexiti LLC, a market-leading provider of supply chain data, research, and analytics. While at Connexiti,... More
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  • One Way To Play AMAT's Warning 1 comment
    Jul 10, 2012 10:26 AM | about stocks: UCTT

    From a supply chain perspective, UCTT receives ~36% of its revenues from AMAT, which warned this morning. UCTT has a long relationship with AMAT, which has been its largest customer for years.

    Disclosure: I am short UCTT.

    Themes: amat Stocks: UCTT
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    Author’s reply » As a follow-up, UCTT warned today after the close.
    21 Aug 2012, 06:00 PM Reply Like
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