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

To: Kirk © who wrote (3827)	1/10/2000 9:07:00 PM
From: Proud_Infidel	Respond to of 5867

It has been fantastic ride, but the fun has only just begun IMO, although the easy money on most stocks in this sector has already been made. I am not one for predictions but I see AMAT splitting at least twice during this cycle, with the first probably coming Feb 13th. 3 is a possibility if the recent Dataquest research comes to fruition. biz.yahoo.com BK

To: Kirk © who wrote (3827)	1/11/2000 3:01:00 PM
From: Proud_Infidel	Respond to of 5867

Winbond begins ramping 0.175-micron processing of 256-Mbit DRAMs Semiconductor Business News (01/11/00, 01:48:05 PM EDT) HSINCHU, Taiwan -- Winbond Electronics Corp. here got a jump on the other Taiwanese DRAM makers by announcing today that it has begun to ramp production of 0.175-micron processing for 256-megabit DRAMs. Toshiba Corp., which uses Winbond as a foundry to supply up to 40% of its DRAMs, had transferred the 0.175-micron technology to the Taiwanese firm. Winbond officials said they will migrate all DRAM products, including 64- and 128-Mbit devices, to the 0.175-micron process by early this year. Winbond also said it will increase wafer output from 22,000 a month to 30,000 wafers monthly by the end of the year. Mosel-Vitelic Inc. and Nanya Technology Inc. also are preparing 256-Mbit DRAM production in a bid to keep pace with the Japanese and Korean DRAM leaders (see Dec. 29, 1999, story). Their processes, also at 0.175 micron, will be in production within a few weeks or months. "Winbond has a legacy in high-volume manufacturing and state-of-the-artIC technology," said Jock Ochiltree, president and chief operating officer of Winbond Electronics Corporation America in San Jose. "This milestone reflects Winbond's ongoing commitment to anticipating customers' needs on a worldwide basis. As we move into the new millennium, we remain committed to bringing advanced technology solutions to market in a timely and cost-effective manner."