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

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

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

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To: etchmeister who wrote (5610)	3/22/2007 2:10:54 AM
From: etchmeister	Read Replies (1) of 5867

Brett Hodess, the semiconductor equipment analyst at Merrill Lynch, notes today that short interest in semiconductor equipment stocks remains close to peak levels, providing some support for the semi equipment names “in the face of the fundamentals potentially weakening” in the second half. Are the rats ready to turn coat? NAND flash price rebound to buoy Phison sales Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien, Taipei; Rodney Chan, DigiTimes.com [Thursday 22 March 2007] Phison Electronics, a Taiwan-based memory card controller IC design house, said rebounding prices and significant increases in demand in the NAND flash market will buoy the company's sales in March. Although Phison has strong orders and revenues for March which will surpass the January level, NAND flash shortages in the upstream will prevent the March revenues from hitting a record. Phison revenues hit a record in November 2006 at NT$1.76 billion (US$53.22 million). Revenues for February 2007 dropped to NT$1.17 billion from January's NT$1.41 billion. Phison reported NT$12.45 billion in revenues for 2006, with an earnings per share (EPS) of NT$15.15. The company said it is actively developing flash drives supporting Vista ReadyBoost and that it is now also able to volume produce controllers and end products for its entire SD 2.0 series, and SD+USB combo cards. Phison said its packaging and testing affiliate Aptos is also providing clients with total solutions for microSD.

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