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

To: Henry Eichorszt who wrote (3698)	11/29/1999 7:48:00 PM
From: Jong Hyun Yoo	Read Replies (3) \| Respond to of 5867

From Briefing.com Lam Research Corp. (LRCX 75 15/16 -7/16) SoundView raised its estimates from $2.88 to $2.95 for FY00 and their price target from $88 to $95 as they believe the company has won a Samsung order, major-endorsement, and the stock is about 20% off its highs... Rating remains "strong buy."

To: Henry Eichorszt who wrote (3698)	11/30/1999 9:47:00 AM
From: Proud_Infidel	Respond to of 5867

CD-ROM Drive Industry Returns to Brisk Business Level November 30, 1999 (TAIPEI) -- Taiwan's CD-ROM drive makers are busy meeting orders for their overseas clients, especially from Japan, now that chipset supplies have returned to normal. Their delivery volumes are estimated at between 500,000 and 700,000 units a month in the fourth quarter of 1999. Lite-On IT Corp., for example, reported deliveries of 1 million drives a month. It topped the list in Taiwan and is on a level with such multinational giants as Philips Electronics Industries Ltd. and Samsung Electronics Co., Ltd. Lite-On's flagship models in this quarter cover everything from 48x, 50x, and 56x CD-ROM drives, to the 32x drives intended for ultrathin notebooks, and 32x CD-RW. Acer Peripherals Inc. (API), boasts that it has landed OEM orders from Philips, Mitsubishi Electric Corp. and Medion AG for a CD-RW. Acer Peripherals developed the components for those devices. It expects to produce 7 million to 8 million CD-ROM drives this year, of which CD-RW units will account for 10 percent. Meanwhile, Afreey Inc. reports that it is now delivering 350,000 drives a month, mainly due to an expansion in orders from distributors and outsourcing partners abroad. Related story: Acer Peripherals CD-RW Drive Shipments Triple in July (Commercial Times, Taiwan)