Seeking Alpha

Richard Davenport's  Instablog

Richard Davenport
Send Message
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
My blog:
connexiti.com
  • 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
Back To Richard Davenport's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (1)
Track new comments
  • Richard Davenport
    , contributor
    Comments (21) | Send Message
     
    Author’s reply » As a follow-up, UCTT warned today after the close.
    21 Aug 2012, 06:00 PM Reply Like
Full index of posts »
Latest Followers

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.