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

To: etchmeister who wrote (5610)	3/5/2007 1:26:30 PM
From: niek	Read Replies (1) \| Respond to of 5867

Lam expects to gain etch share this year Mon Mar 5, 2007 SAN FRANCISCO, March 5 (Reuters) - Lam Research Inc., a supplier of tools for making microchips, said on Monday it expects to increase its market share in etch equipment to 50 percent in 2007 from 46 percent last year. "The market share story for us is a very positive one for us in etch this year as we transition from 90 nanometers to 65 nanometers," Lam Chief Financial Officer Martin Anstice told a Morgan Stanley investment conference. Etch refers to Lam's main products that etch circuitry on silicon wafers, and Anstice said the company had a 46 percent share at the end of 2006. Companies like Lam are selling more equipment to make chips with circuits just 65 nanometers wide, the latest step in shrinking dimensions from the previous generation using 90-nanometer technology. Shares in Lam rose 1 percent to $43.93 in early afternoon trading on the Nasdaq after Anstice made the comments. The company's competitors include Applied Materials Inc., the world's biggest chip equipment supplier, and Tokyo Electron Ltd. of Japan. Semiconductor equipment stocks have fallen over the past few months on concerns that memory chip makers will scale back capital spending this year after rapid expansion last year.

To: etchmeister who wrote (5610)	3/22/2007 2:10:54 AM
From: etchmeister	Read Replies (1) \| Respond to of 5867

Brett Hodess, the semiconductor equipment analyst at Merrill Lynch, notes today that short interest in semiconductor equipment stocks remains close to peak levels, providing some support for the semi equipment names “in the face of the fundamentals potentially weakening” in the second half. Are the rats ready to turn coat? NAND flash price rebound to buoy Phison sales Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien, Taipei; Rodney Chan, DigiTimes.com [Thursday 22 March 2007] Phison Electronics, a Taiwan-based memory card controller IC design house, said rebounding prices and significant increases in demand in the NAND flash market will buoy the company's sales in March. Although Phison has strong orders and revenues for March which will surpass the January level, NAND flash shortages in the upstream will prevent the March revenues from hitting a record. Phison revenues hit a record in November 2006 at NT$1.76 billion (US$53.22 million). Revenues for February 2007 dropped to NT$1.17 billion from January's NT$1.41 billion. Phison reported NT$12.45 billion in revenues for 2006, with an earnings per share (EPS) of NT$15.15. The company said it is actively developing flash drives supporting Vista ReadyBoost and that it is now also able to volume produce controllers and end products for its entire SD 2.0 series, and SD+USB combo cards. Phison said its packaging and testing affiliate Aptos is also providing clients with total solutions for microSD.