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

To: Proud_Infidel who wrote (4317)	8/29/2000 9:24:24 PM
From: Kirk ©	Respond to of 5867

Did you notice the title says TSMC says it's sold out of foundry capacity for 2001 and 2002 and inside the article it says: In fact, business is so good that TSMC is fully booked at least until the end of 2001, Ross said. "The demand for 2001 is greater than our capacity," he said in an interview with SBN. "We've allocated our capacity [for 2000]. In 2001, our capacity has been allocated. In 2001, we're already sold out." Looks like there is still capacity available to buy in 2002. This may ONLY be limited by their ability to buy equipment to add capacity as well as staff the equipment. Good news, but not nearly as good as the title indicates. Kirk

To: Proud_Infidel who wrote (4317)	8/30/2000 11:08:33 AM
From: Philip W. Dunton, Jr	Respond to of 5867

I can't stand anymore of this awesome news. LRCX down nearly two points in early trading. PD