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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (29178)	3/9/2006 11:32:40 AM
From: sixty2nds	Respond to of 95749

09:21 Further color on MU/LEXR acquisition WR Hambrecht believes the pending acquisition of Lexar Media (LEXR) by Micron (MU) has far-reaching implications on stocks in their research coverage universe. They view this as a positive for M-Systems (FLSH), as a pure play to the NAND flash suppliers. They believe this acquisition will likely improve M-Systems N.A.N.D flash supply position in 2006, especially with Samsung and Hynix. The firm views this as neutral to positive for Silicon Motion Technology (SIMO) as they believe that with Lexar Media as a 15% customer, Silicon Motion Technology will likely benefit from increased demand for its controllers for the combined entity in the long-run. However, the firm believes there is some potential risk that Micron (MU), which has its own controller technology, and as the new entity, will opt to use its internal product on new controller designs.