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


To: Duker who wrote (3628)11/12/1999 3:23:00 PM
From: FLSTF97  Respond to of 5867
 
Don't feel bad Duker... there's a lot of ex Lam folks making this happen for TEL. I know, I know, it doesn't help the stock.



To: Duker who wrote (3628)11/12/1999 4:38:00 PM
From: Proud_Infidel  Respond to of 5867
 
Taiwan Semicon, UMC Post Record Sales Highs in October
November 12, 1999 (TAIPEI) -- Taiwan Semiconductor Manufacturing Co., Ltd. and United Microelectronics Corp., two of the world's leading wafer foundries, reported October sales of NT$7.212 billion and NT$2.87 billion, respectively. Both of these figures marked new monthly highs. (NT$31.75 = US$1)




UMC said October sales would hit NT$6.4 billion -- or 90 percent of the figure reported by its larger rival -- if taking into account those of its three subsidiaries: United Semiconductor Corp., United Silicon Inc. and Holtek Microelectronics Inc.

A Taiwan Semicon spokesman said global semiconductor demand remains robust, and his company quickly restored production capacity following the September earthquake. It delivered a massive 169,000 wafers in October, also marking a new monthly high.

Taiwan Semicon's October sales of NT$7.212 billion grew 18 percent from the previous month's NT$6.109 billion. For the first 10 months of this year, the company accumulated NT$56.65 billion, up 32.3 percent from one year ago.

UMC's figure of NT$2.87 billion gained 29 percent from September, and a whopping 76.6 percent from the NT$1.625 billion reported in the same month last year. For the first 10 months of this year, UMC's accumulated sales amounted to NT$23.57 billion, up an annual 58 percent.

Of UMC's subsidiaries, United Semiconductor reported the highest sales in October of NT$1.62 billion. United Silicon posted NT$1.1 billion, and Holtek, NT$810 million. Holtek's figure marked a 54.5 percent growth from that seen in September, showing that the company already has begun to turn a profit.

A UMC spokesman said his group shipped a total of 162,000 wafers in October due to persistent foreign demand. Specifically, UMC's two wafer plants registered an output of 62,000 units, and the four plants belonging to its subsidiaries produced a total of 100,000.

(Commercial Times, Taiwan)



To: Duker who wrote (3628)11/15/1999 3:44:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 5867
 
One he** of an ugly day for our group. Shades of last October: Last Trade
85 7/8
Change
- 6 3/4 (-7.29%)


Not to be unexpected though with the run we've had. PRIA up fairly strong again. This one perplexes me in how it seemingly always runs counter to the market and sometimes(like today) the group itself.

BK