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

To: etchmeister who wrote (5624)	7/25/2007 1:35:35 AM
From: etchmeister	Read Replies (3) \| Respond to of 5867

I wonder if a guy like Timothy Acuri actually looks back at the crap he projected a couple months ago. According to him there were cancellations/pushouts form Samsung, Hynicks, Pro Mos, Intel, TSMC ? eventually Timmy will realize he's just dust in the wind - a beancounter talking about capital intensity without having a clue which segment (etch, implant yadayada) might benfit more than others. Here is one of his brilliant contributions from the past: 6/20/2007 Semi Equipment: Citi Says DRAM Maker ProMos Pushing Out Tool Orders; Risks For AMAT, LRCX Posted by Eric Savitz Citigroup’s Timothy Arcuri this morning reports that the Taiwanese DRAM maker ProMos, which recently placed about $1 billion of semiconductor equipment orders, is pushing out delivery on roughly half of its orders. He says the pushouts could slice as much as 5%-10% from total semiconductor equipment industry shipments in the third quarter. He says the development will put more pressure on consensus EPS estimates for the equipment sector that he says are as much as 20%-25% too high for the second half and for 2008. Arcuri says the companies with the greatest exposure to the Taiwan DRAM market are Applied Materials (AMAT) and Lam Research (LRCX). In pre-market trading, Applied is up 7 cents at $19.85, while Lam is down 33 cents at $52.99. Permalink \| Trackback URL: blogs.barrons.com Save & Share: Share on Facebook \| Del.icio.us \| Digg this \| Email This