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ASML dethrones Applied Materials, becomes largest fab tool maker

tomshardware.com

131–136 of 136 posts

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#131
post #129

Earlier quoted context omitted.

Exactly, I guess that's because HN has quite software-heavy crowd. Most of them like to see software changing the world.

No, most of them want to make a ton of money. They're hanging out virtue signaling their cleverness on a forum owned by a Silicon Valley startup incubator for a reason.

You said it better than I could have :)

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#132

Earlier quoted context omitted.

> Don't hold on to your winners for too long, the stock price is not entirely a function of the company's financial success In the long term you don’t think the stock price is a function of a company’s success? Surely while a a company does very well financially and the financial outlook is very good, the stock price would be higher than when the fortunes change?

Sure, but there is no guarantee long term stock price is above what you paid for it. Also, the market can be unreasonable, in both directions, for quite a while. Dividends are what you epupd be looking for in long term stock investments.

> but there is no guarantee long term stock price is above what you paid for it

That’s because there’s no guarantee the company will thrive in the long term, nor that you didn’t overpay to begin with. That does not change the fact that share price is a function of the business’ financial success.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#133
post #67

Earlier quoted context omitted.

You're close. Asml doesn't test on one machine only.

Why do you need machines for unit test? Unit test just test code logic.

I don't work on the machines but I can provide you an example on why this wouldn't even work for simple machines like CNC machines. You could tell the machine for instance to move the drill out of boundaries, too hard, run it into a wall... All things that you can't catch with a software only unit test because the machine you're sending commands to doesn't really have any idea what else is going on in the space within it. So you can give it commands which are fine software wise but once they reach the real world, they can break stuffm

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#134
post #93

Earlier quoted context omitted.

I've lived in NL for a while, few years, changed few companies, it's a place where processes are more important than actual code quality, where people stay in the same job for 10-15 years and everything below that is seen as a bad thing, people is hired for the culture primarily, having awareness of software principles is really worthless. I ran away as the last company I interviewed with, after solving a coding puzz…

I'm going to defend this method of hiring a little bit. To me, having at least a bachelor of IT already proves you have software engineering skills. The coding tests are just a quick check if you haven't lied or anything. The first month is trial basis anyway (both ways) so if the candidate is not on-par technically it's a quick goodbye. I don't care about parties either but if I'm going to have to work with you I ne…

You interpreted the interview in the most charitable way, and the commenter in the least charitable way. Why do you think they are possibly abrasive? Why do you think asking about Friday night parties, drinking alcohol or swearing (happened to me) is a high-value signal?

Lets assume we are talking about a reasonable candidate with good social skills, and a higher-than-average tech skills (that would be a charitable interpretation of the original comment).

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#135

Earlier quoted context omitted.

Sure, but there is no guarantee long term stock price is above what you paid for it. Also, the market can be unreasonable, in both directions, for quite a while. Dividends are what you epupd be looking for in long term stock investments.

> but there is no guarantee long term stock price is above what you paid for it That’s because there’s no guarantee the company will thrive in the long term, nor that you didn’t overpay to begin with. That does not change the fact that share price is a function of the business’ financial success.

A function? Yes. Realistically linked? No, absolutely not. Added caviat: expected financial success, current and past success are either irrelevant or already priced in.

Re: ASML dethrones Applied Materials, becomes largest fab tool maker

#136
post #104

Earlier quoted context omitted.

I'm a hiring manager in the Netherlands. I would be happy that you ran away, because you would not have passed the bar. The hiring process I like to have in place is: 1. HR Interview: see if there is a fit with the company 2. Skill check. Do you have the problem solving, hard skills and communication skills needed for the job. 3. Team fit. Do you like to drink a beer (or non alcoholic) with us and we with you. Can yo…

> Do you like to drink a beer (or non alcoholic) with us and we with you. Why is that relevant for work? Are you looking for labor, or for a date/drinking buddy? Social and communication skills are important but I can be professionally communicative for work ralted topics, and still not want to have a beer with you after work, because it's my free time and I have other interests than you and other things to do. Unles…

It might be relevant, because labor isn't just about working in a silo. A significant part of work might be done in a team setting, where communication, feedback loops, constant interaction, collaboration, code reviews, team spirit, and more are important.

I'm not suggesting should offer your free time to help cultivate this, but in my experience it does help with building a good work relationship with your colleagues - either outside of work or even at lunch - which then improves the outcome of the labor.

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