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

To: etchmeister who wrote (5731)	4/30/2008 1:43:35 AM
From: etchmeister	Read Replies (1) \| Respond to of 5867

He is a highly paid individual and his "research budget" is something I can only dream off but still based on how the questions are put you get some kind of idea "where he is coming" from. Memory Platinum PLUS+ member - US$18,000/year, US$10,000/six months Subscribe newNAND Flash datasheets including NAND Flash market forecast, suppliers' revenues ranking, Capex, OP margin, cost structure, shipment breakdown by density and production breakdown by Fab for our Platinum+ package. Platinum members can renew until 2010/3/31 Platinum Plus+ platinum+ Membership is the privileged membership that DRAMeXchange offers. A Platinum+ member will receive all data that the Silver and Goldmembers cover. DRAMeXchange dedicates to provide in-depth and timely industry analyses as following products & service: (1) Research report – published on a quarterly basis Research report covers DRAM/NAND Flash production overview, supplier summaries, new product and technology roadmap, industry and pricing trend. research Data sheet (2) Data sheet – published on a monthly/quarterly basis DRAMeXchange offers you a complete analysis on SDRAM/DDR/DDR2/Mobile RAM/Graphics supply/demand sufficiency, cost analysis and price forecast. Worldwide NAND Flash supply analysis (including monthly production, production breakdown by region, wafer output, production breakdown by node & production breakdown by architecture type), market analysis(including price analysis, price & cost forecast & sufficiency ratio ) and demand analysis (including demand breakdown by product, DSC shipment forecast, handset shipment forecast, MP3 shipment forecast & UFD shipment forecasts) in 2007 & 2008. (3) Special projects With reference to the widely discussed topics, such as component shortage, technology transition, new players arrivals/quit, DRAMeXchange will provide non-periodical special reports non-periodically. (4) Real- time Price information Platinum Plus+ platinum+ Members are able to download targeted price records by various densities and architecture type (MLC/SLC/Chip) that are dated back as early as 2003. DXI (DRAMeXchange index) and DPI (DRAM pricing indicator) also serves as two indicators for members to track DRAM price trend with highlights about price performance difference by distinct density, type and market segment (such as NAND Flash 4Gb vs 8Gb, NAND Flash 8Gb vs 16Gb, DDR vs DDR2, 512Mb vs 1Gb, etc.) Research Service that covers DRAM and NAND Flash industry for Platinum Plus+ platinum+ Members will be provided with the listed items in the format of datasheet.