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

To: robert b furman who wrote (30725)	5/30/2006 5:38:46 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95411

Bleak outlook for Lam Research, Sandisk -Barron's Sun May 28, 2006 6:55 PM ET NEW YORK, May 28 (Reuters) - Shares of Lam Research Corp. (LRCX.O: Quote, Profile, Research) and Sandisk Corp. (SNDK.O: Quote, Profile, Research) could be badly hit by a softening in demand for NAND chips, according to Barron's May 29th edition. NAND, which is short for "not and," refers to a type of chip logic that stores information even when power is turned off. According to Barron's, Fred Hickey, proprietor of The High-Tech Strategist newsletter, believes that the looming glut of NAND chips could dash hopes for a second-half rebound, and shares of both companies could easily drop 50 percent. On Friday, Lam closed at $45.14 and Sandisk closed at $59.64. Sandisk manufactures NAND chips, while Lam Research makes etching systems that chip makers use to produce NAND chips.