For both Applied Materials (AMAT) and Lam Research (LRCX) shareholders, they tend to see their stocks move together on reports and projections for the Memory semiconductor industry. In the past two months, we've seen an upgrade from Goldman Sachs citing memory stabilization and a bottoming of margins in the coming quarters, a cut from Lynx Equity Strategies from the downside risk from excess DRAM inventory leading to lower projected revenues, a projection from Evercore that a recovery from inflated DRAM and NAND inventories isn't on the horizon until 2020, and concerns