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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (3005)	6/25/1999 6:00:00 AM
From: Duker	Read Replies (1) \| Respond to of 5867

Excerpts for Article Today ... Taiwan's Chip Foundries Face Capacity Shortage By JAMES PARADISE and DERMOT DOHERTY Dow Jones Newswires HSINCHU, Taiwan -- The two largest chip foundries in Taiwan are experiencing a shortage in capacity that will last for the rest of the year, officials of the companies said ... "We can't satisfy second-half customer demand, and maybe even year 2000 demand," said F.C. Tseng, president of Taiwan Semiconductor Manufacturing ... Meanwhile, Peter Chang, president of United Semiconductor Corp., a part of the United Microelectronics Corp. group, said that in the short term, the UMC group has a shortage in fabrication capacity ... "There's been a boom in communication chips and network chips," he said, adding that demand for chips for personal computers remains strong ... Mr. Chang said that capital spending by the UMC companies is expected to increase this year from 1998 ... "We have received a lot of inquiries and held discussions," said Mr. Chang, indicating that momentum for logic chip orders from Japanese companies is building, and is expected to materialize next year, something that would suit the company because of its current capacity concerns ...