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 161.21

+2.4%

Nov 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (5835)	10/25/2010 11:22:36 AM
From: Kirk ©	Read Replies (1) of 5867

"RE: "We have 10 net application wins to-date, total between conductor and Etch. And for a competitive reasons I am not going to detail out the specifics because at some cases our competitors don't even know yet that they have lost." It seems to me, it would be a very poor business practice to cause a supplier to expend resources needlessly, string them along, on a competition which is already over. Particularly, when it is the biggest supplier and almost the sole supplier for some of your critical tools." It could be a new fab where only the winners were told via POs but for competitive reasons the fabs don't want to let out who won the order for the most advanced processes. Lam might get the order early (before a decision deadline) with a requirement to not say who it is for and an agreement they can deliver... and the others will learn when the deadline comes and they are told they will not get the order AFTER Lam agrees to meet the delivery requirements.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next