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Instablog posts on LRCX

One Two Punch Socks The Market by Wall Street Strategies
The market is fixated on the less than desirable housing-related reports out this morning. Such below consensus readings on starts and permits are a shot across the bow for regulators to cut the smooth talk and extend the housing tax credit. Whether the tax credit has had a huge impact on... More »
October 20, 2009 • COH, MGA, AAPL
Option Traders Mixed Outlook for Key Semiconductor Earnings by Joe Kunkle
This week will prove to be an important week for the Semiconductors (SMH), a group that has shown leadership through much of the rally. This week we will see earnings from a few key names including ASML Holding (ASML), Xilinx (XLNX), Altera (ALTR), Intel (INTC), Linear Tech (LLTC),... More »
October 12, 2009 • SMH, LLTC, TXN
UMC CFO: XLNX Revenue Shortfall Due To Capacity, Not Yield Issues by Richard Davenport
Last week, XLNX lowered guidance due to demandPR didn't provide details, but we stated that the shortfall was due to capacity constraints at 65nm node (11% of revs)DigiTimes, citing UMC's CFO, confirms thisReiterate our positive stance on foundries, semi equipment, raw material... More »
July 7, 2009 • CHRT, SMI, TSM
XLNX: When Bad Is Good: Supply Constraints Indicate Strong Demand by Richard Davenport
XLNX sees Jun-Q revs down ~5% Q/Q vs prior guidance of down -4% to +4%Equates to ~$357.3M, -5.5% below Street expectations of $397.1MShortfall due to "supply constraints on certain Virtex-5 devices that are in high demand"Believe constraint is at UMC; Virtex 5 manufactured at... More »
July 2, 2009 • XLNX, ALTR, ADI
MEMs Markets on the Rebound by Robert Castellano
MEMS, or MicroElectroMechanical Systems, are a class of semiconductor chips that also contain mechanical or moving parts. They function as accelerometers in cars for airbag deployment in collisions, in the iPhone to manipulate screen orientation, and in the Wii game system as a... More »
June 29, 2009 • TGAL, AVZA, AMAT
Applied Materials (AMAT): Surviving Hard Times by Milind Paradkar
The world's largest chip equipment maker, Applied Materials Inc. (AMAT) announced its results for the quarter ended Apr-09 on Tuesday. Sales dropped 53% y/y to $1.02 Bn, lowest levels since 2002, but were higher than the average Wall Street estimate of $905.3 M. Operating loss widen to $293 M... More »
May 13, 2009 • AMAT, KLAC, ASML
Weekly Stock Pick by Michael Michaud
The Week in the MarketsAs I scan the stock charts looking for a technically low-risk high-reward trade setup I’m reviewing the market happenings this week. Bank of America is looking to raise $10 billion in capital, AIG is trying to sell its Japanese operations, the Boston Globe maybe... More »
May 4, 2009 • KLAC, LRCX, INTC

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

LAM Research Corp. (LRCX)

Instablog posts on LRCX

One Two Punch Socks The Market by Wall Street Strategies

Option Traders Mixed Outlook for Key Semiconductor Earnings by Joe Kunkle

UMC CFO: XLNX Revenue Shortfall Due To Capacity, Not Yield Issues by Richard Davenport

XLNX: When Bad Is Good: Supply Constraints Indicate Strong Demand by Richard Davenport

MEMs Markets on the Rebound by Robert Castellano

Applied Materials (AMAT): Surviving Hard Times by Milind Paradkar

Weekly Stock Pick by Michael Michaud

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