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To: etchmeister who wrote (3686)2/29/2008 1:22:24 AM
From: etchmeister  Respond to of 3813
 
February 26, 2008— Goldman Sachs Technology Investment Symposium, 9:00 a.m. Pacific Time
Timothy Summers - Stanford Group Company

Yes. Thanks for taking my question. Hey Rick, On Tuesday LAM said that DRAM demand was increasing faster than new DRAM supply was hitting the market, therefore eating into the over capacity. Is that something that you can confirm?

Richard S. Hill - Chairman of the Board and Chief Executive Officer

We see the exact same trend.

seekingalpha.com