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

To: Proud_Infidel who wrote (5629)	7/26/2007 12:44:24 AM
From: etchmeister	Respond to of 5867

“the bulk production capacity expansion is likely to be at 90 nm, the nodes where Lam’s share is not as high. In the near-term, the DRAM spending cutback is likely to have a stronger negative effect.” So they purchase 90nm equipment without considering extendability to 65nm? I don't think so - it does not make sense BTW as we know NAND flash is coming back offsetting to certain drgree decline in DRAM; pundits still have a hard time to figure out that chip segments do not run in synch.