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Technology Stocks : Semi Equipment Analysis
SOXX 299.48-4.8%Dec 12 4:00 PM EST
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To: The Ox who wrote (43081)1/29/2009 8:01:49 AM
From: cluka2 Recommendations   of 95574
 
Ox,

That is Lams outlook. Very downbeat.

Lam has issues, etch and clean are shrinking as % of spending. The only chipmaker that is spending some $, Intel, is not their customer.

They are in a difficult situation. They are financially strong and still worried and looking to reduce costs aggressively.

I hope I am reading it wrong but stock will get pummeled.
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