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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 (3442)	10/19/1999 10:50:00 AM
From: Duker	Read Replies (1) \| Respond to of 5867

Outlook from TXN release: TI expects steady sequential growth in its semiconductor business in the fourth quarter, primarily driven by continuing strong demand for DSP and analog products in the wireless and mass markets. Reflecting the strength in wireless, TI has raised its estimate for industry production of digital cellular phones in 1999 from 245 million to 260 million, up 70 percent from 1998. The hard disk drive market is expected to remain weak, as drive manufacturers work through inventories and component pricing continues to be under pressure. TI remains strategically focused on high-performance channel products and system-level integration. TI expects to take a special charge in the fourth quarter of 1999 associated with the acquisitions of Unitrode, which closed on October 15, 1999, and Power Trends, which is expected to be completed by the end of the year. Looking toward 2000, TI expects continuing strong demand from multiple end-equipment markets for DSP and analog. These include large markets such as wireless and the mass market, as well as smaller but accelerating markets for ADSL (Asymmetric Digital Subscriber Line), Voice-over-Internet Protocol (VoIP) and cable modem.