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.

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