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

To: Jong Hyun Yoo who wrote (3235)	8/13/1999 9:13:00 AM
From: Duker	Read Replies (1) \| Respond to of 5867

Thread: Thank God! The PPI was only up .2% and the core was unchanged. I was so nervous that we might see a .314285714286% increase ... and the core ... I thought we would see a similar increase in that rascal ... Needless to say, I could not sleep all night thinking about the PPI ... the numbers that I had envisioned would have surely had a detrimental impact on the Long Bond ... not to mention the ancillary impact on the 30 Moving Average of ARMS ... and the Bollinger Bands ... and the Put/Call Ratio ... and the WACC for all companies listed in the United States ... not to mention the profound effect this would have had on the A$, which had just stabilized around US$.65 ... Nor could one downplay the impact of my estimate on the semiconductor capital equipment business ... I could practically feel LRCX's margins getting crushed under their own weight as the rising price of raw materials exacts its heavy toll on the Lam business model ... Perhaps I should rework my elegant model: Monthly PPI Delta = [((22/7)/10)(.25/100)4*(1000/10)] ... but, I will wait until the revised figures for July are published ... --Duker

To: Jong Hyun Yoo who wrote (3235)	8/13/1999 3:16:00 PM
From: Proud_Infidel	Respond to of 5867

Hitachi to beef up Singapore fab in 256-Mbit DRAM bid By Jack Robertson Electronic Buyers' News (08/13/99, 01:18:01 PM EDT) Hitachi Ltd. today said it will invest an additional $350 million to upgrade its Singapore fab in an effort to spur die shrinks and further increase yields for next-generation DRAM. The Singapore fab is slated to ramp up production of 256-Mbit SDRAM to supplement limited output coming from Japan. Hitachi expects to improve unit output of the high-density devices, and said total production levels should reach 700,000 chips a month by the end of 1999. The company added that it will further boost 256-Mbit production to 1.4 million units by the end of March 2000. Hitachi is racing to be among the first and largest manufacturers of 256-Mbit chips in the hope that by catching the devices early in their life cycle, the company can garner higher margins before that generation falls victim to the price-slashing common to more mature markets. Hitachi has been producing 256-Mbit chips in Japan since the second quarter at a current monthly rate of 30,000 units. Earlier this year, the company assumed full control of the Singapore fab, although its original partner, Nippon Steel Corp., continues to hold a minority stake for investment purposes only.