Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: FJB who wrote (3954)	2/4/2000 6:21:00 PM
From: Peter Sherman	Respond to of 5867

they aren't buying garbage - would you?

To: FJB who wrote (3954)	2/4/2000 7:53:00 PM
From: Proud_Infidel	Respond to of 5867

Just checked the newswires again- false alarm. Should I have expected anything more from the Garbage boards at Yahoo? Brian(now officially declaring the end to browsing Yahoo's boards.)

To: FJB who wrote (3954)	2/7/2000 11:29:00 AM
From: Proud_Infidel	Respond to of 5867

Lam Research Rated New 'Sell' at Gilmour & Associates By Sybil Carlson Princeton, New Jersey, Feb. 7 (Bloomberg Data) -- Lam Research Corp. (LRCX US) was rated new ''sell'' in new coverage by analyst Donald Cunningham at Gilmour & Associates. ******************************************** Methinks Donald doesn't have a clue:-)

To: FJB who wrote (3954)	2/8/2000 6:13:00 AM
From: Duker	Respond to of 5867

The End of the World! An excerpt from the iWSJ: Semiconductor Industry Group Sees End to Boom-and-Bust Cycle By SCOTT EDEN Dow Jones Newswires NEW YORK -- Exploding demand for communications devices and a more disciplined approach to adding manufacturing capacity should help semiconductor companies avoid the boom-and-bust cycle that has plagued the business throughout its history, an industry trade group said Monday ... ...But mitigating any future cyclical slowdown in the semiconductor industry, said SIA president George M. Scalise, will be chip companies' increasingly efficient supply practices. Helped by rising dependence on outsourced manufacturing, better manufacturing methods and increased use of e-commerce, the average period it takes for a chip order to be filled is two weeks, down from an historical average of 14 weeks. That means potential shifts in demand won't result in swollen inventories, Mr. Scalise said ... Yeah, I'll believe it when I see it! --Duker