Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 191.91+0.8%Apr 20 8:00 PM EDTNews

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: lindalib who wrote (191)6/7/1996 8:12:00 PM
From: olduser   of 5867
I think there's a difference between Lam's vs MU's outlook.
MU is strictly a commodity play. When chip demand
outpaced supply, they soared. Now, they have no leverage on
the market and are actually lagging others in their technology.
That "delayed" plant in Utah was supposedly targeted to make
4 mb DRAM chips on 200 mm wafers. Already obsolete.
I see potentially terrible times ahead for MU. The Koreans are
gonna kill'em.

Lam, on the other hand, has industry-leading technology and
an expanding market share. They are not a commodity player.
When the chipmaking industry decides to convert to 300mm
wafers & .25 micron geometry, Lam should do extremely well.
By the way, Korea is one of Lam's major international customers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

Copyright © 1995-2018 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.