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: Kirk © who wrote (5222)	2/15/2005 12:24:33 PM
From: Cary Salsberg	Respond to of 5867

RE: "...whom some here have said are better companies..." They (AMAT, ASML, KLAC, NVLS) are MUCH better companies and the market reflects that, even if you don't see it. LRCX is a better company than UTEK, but which semi-equip isn't!

To: Kirk © who wrote (5222)	2/15/2005 2:28:59 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

Re: Heck, we would do well enough if LRCX got valued similar to the "other stocks" in the sector whom some here have said are better companies... We will get there. I like the fact that there are still some out there with doubtful mind of LRCX's competitive stand and business strength. This ensures that LRCX has more room for upside. I expect AMAT to slughtly beat the estimate number. For those who expect much better guidance, I don't think they will get it as I expect the company to remain "cautious" with some signs of optimism. But this will may do the trick as the sentiment in the semi-space is improving. I would be interested in finding out what the revenue number is for Etch for AMAT. I don't think the reorganization within AMAT for Etch is working. The revenue number continues to erode and my latest check tells me they are losing more of their non-critical business to someone (hoping LRCX). This may be becuase as the device gets more complicated, chipmakers are trying to perform as many processes as possible in one chamber. Moving the wafers in and out of chambers and handling them more often introduces more particle contamination for the wafers. When you deal with 130 nm node, particles smaller than 60 to 80 nm were ok but as you shrink to smaller and smaller mode, they become source of reduced yield. LRCX's in-situ process that combines critical etch with non-critical applications may be eroding AMAT's market share. I know AMAT has been trying to acheive the same level of technology but their bulky chamber design and plasma confinement technology seems to be working against them. Good luck with your LRCX shares.. JHY