Friday, November 12, 2010

Pushouts from Samsung -- and you heard it here first!

The Information Network

NEW TRIPOLI, USA: This just came acrosss our desk: Lam Research shares are trading lower after Citigroup analyst Timothy Arcuri asserted in a research note that Samsung is likely to push out orders and delivery for equipment targeted at DRAM capacity expansion.

He says Samsung is pushing out $750 million to $1 billion of equipment orders - and he contends that Lam is the company most exposed to the move. Arcuri is cutting his forecast for Lam’s FY June 2011 EPS to $5.24 from $5.46, “due to its heavy Samsung exposure and very limited backlog.” He notes that Novellus and ASML also are “highly leveraged” to Samsung.

Look at the Insight piece that was sent on August 10 to you. Looks familiar - check your inbox!

That's the beauty of our Proprietary Leading Indicators. NOBODY ELSE HAS THEM.

Isn't it important to your company to know what will be happening 3 MONTHS IN ADVANCE? Or are you happy being in some foolhearty quadrant and miss out on real opportunities?

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