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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 222.24-2.8%11:49 AM EST
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To: Proud_Infidel who wrote (20815)10/6/2006 9:07:35 AM
From: matt dillabough  Read Replies (1) of 25522
 
MU Micron FY07 capex spend likely front loaded, expect Lam Research to be primary beneficiary, Applied Materials also likely increasing position - UBS (17.54 ) -Update-

UBS says their channel checks suggest that MU's FY07 capex spend will likely be front loaded with 59% spend in the Nov-06 and Feb-07 qtrs as it ramps all three of its fabs, Manassas, Singapore, and Lehi. Firm estimates that Lam Research (LCRX) will be the primary beneficiary. They say LCRX's orders from MU will likely double to over $40 mln per qtr over the next 2-3 qtrs from $20 mln previously, given their view that MU will need more of LCRX's "via" etchers and "trench" etchers as it manufactures DRAM/NAND chips with copper interconnects instead of aluminum which it used previously. Firm says that Applied Materials (AMAT) is also likely increasing its position in MU.
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