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 230.83

+8.0%

Feb 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Vance who wrote (1792)	2/13/1998 3:58:00 AM
From: Q.	Read Replies (1) of 5867

Andrew, thanks so much for posting your cc notes, which I found to be quite helpful. Could you or anybody who heard the cc clarify what was said about Taiwan and foundries? I was a little confused by your notes here: <<Softening in Foundry business is being seen. No one understands what is going on in Taiwan. 0.35u capacity is being underloaded. Heavily loaded at 0.50u and above. Prototyping work at 0.35u has not taken off in larger volumes from the customers. 0.35u products are not being put onto market as fast as predicted.>>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next