Lam Research (LRCX, NASDAQ): To the Insiders Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (5528)	2/21/2007 12:58:45 PM
From: etchmeister	Read Replies (1) of 5867

The brokerage believes that half of the world's memory capacity is still on an ageing fleet of chips which need to be replaced soon and memory chips are diversifying away from personal computers into niche areas like handsets, games and other specialty memories. (Reporting by Madhubanti Routh and Sweta Singh in Bangalore) Message #5528 from Brianthebiker at 9/12/2006 8:59:56 AM Don't hold your breath for a bell to ring; the faster than expected decrease in ASP will only support this trend. Anybody planning to be ready in two years has to start today. Box makers need cheap memory to build Vista compatible and the way to do this produce @ 300mm. To: Pam who wrote (35305) 2/16/2007 1:28:36 PM From: Smiley2 Read Replies (2) of 35388 During Hynix`s CC Q&A, they say 200mm fabs will be useful for another 2 years but, after that, would make more economic sense to spend any capex on building a completely new 300mm fab rather than trying to refurbish a 200mm into 300mm.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next