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: Proud_Infidel who wrote (5391)	10/17/2005 11:22:32 PM
From: Jong Hyun Yoo	Read Replies (2) \| Respond to of 5867

Congrats to longs. I finally have decided to sell some of my LRCX yesterday because I am a bit concerned with overall economic environment. With energy price this high, I don't have confidence that the consumer spending will hold up this holiday season. I think LRCX upbeat guidance is coming from share gain in the etch business against AMAT rather than broad uptrun in the semi business. It would be interesting to see how AMAT guides for next two Q's. I still believe that LRCX is best earning leveraged play in the semi-equipment company, but I think it is time to a little bit more cautious about the semiconductor business outlook. Good luck guys..