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 (4097)	5/12/2000 10:28:00 AM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

Robert, current capacity buys mainly have been from IC manufacturers in the communication areas and Taiwanese foundaries, although activities from Singapore, Malaysia, and Japan are picking up. DRAM folks really have not been spending aggressively yet. With PC sales expected in increase in the second half of the year, DRAM makers will need to spend more money on the equipments. There definitely is a trend that demand is rapidly catching up with the supply. In addition, as chipmakers push for more sophisticated technology employing finer line width, they really need to invest on the technology as well. I expect in the second half of the year, more aggressive spending from Korea and US DRAM manufacturers, which includes Hyundai, Samsung, and Micron.