Replies to post #505622 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

Here's the note out earlier that sunk SNDK , then the CE of LRCX mentioned the caution on order rates flattening out for "several Qtrs " into 07 , which was what put the dent in LRCX's run up in the A/H ...
http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20061011:MTFH76897_2...


And the note ou which sunk SNDK fast earlier from the D-top @ $59.50 earlier in the day :

NAND: Research firm IDC forecasts bit growth to slow in in 2007@BOFA
IDC forecasts NAND bit growth will slow from approximately 200% Y-o-Y growth in 2006 to 131% in 2007, which Banc of America feels supports their concerns about 2007 semi capex. The broker estimates NAND spending will cause cap-ex to decline 10% in 2007 and notes that front-end semiconductor makers AMAT, KLAC, LRCX, NVLS and VSEA, as well as test companies VRGY and ATE, have the highest exposure to the NAND market.