Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

4:00 PM EST

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To: Donald Wennerstrom who wrote (43067)	1/28/2009 5:20:06 PM
From: Pam	Read Replies (2) of 95580

LRCX is Overvalued. This environment will continue for 6-8 Quarters!! 1Q Guidance is significantly lower than Consensus estimates. -Pam “The global semiconductor industry has entered one of the most difficult periods in its history, one that is presenting severe challenges to our customers and thus severely limiting investment in wafer fab equipment,” said Steve Newberry, Lam’s president and chief executive officer. “While this environment will persist near-term, we remain optimistic about our long-term technology roadmap in etch, clean and other new markets. During the pause in customer spending we are strategically targeting our capital resources to new penetration opportunities, qualifying our next-generation tools and delivering cost-effective technology solutions aimed at reducing our customers’ production costs. Our objective through these actions is to deliver superior value to our customers and emerge from this period of reduced spending well positioned to deliver strong financial and operational performance,” Newberry concluded.

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