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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 142.14+1.8%12:30 PM EST

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To: BWAC who wrote (4747)1/23/2002 12:11:52 PM
From: Proud_Infidel  Read Replies (1) of 5867
 
MOT is trending toward becoming a fabless supplier I believe so this headline is not tremendously shocking. I am not sure if they plan to go 100% fabless or merely are headed in that direction with no plans at all for shedding all fabs. Perhaps others could answer this better than I can, in fact I am quite sure of it<GGG>

BTW, the headling are becoming less negative for the sector....

Altera's Q4 falls 7% sequentially, but sees growth in Q1 of 2002 (5:10 p.m. ET, 1/22/02)

IDT sales drop 17.4% from prior quarter, but orders improve (5:35 p.m. ET, 1/22/02)

Vitesse's revenues increases 5% from prior quarter resulting in $106.9 million net loss (5:55 p.m. ET, 1/22/02)

AMCC's Q4 sales fall 3% sequentially; loss totals $81.3 million due to downturn (4:45 p.m. ET, 1/22/02)

Microchip expects slight growth in current quarter after posting flat revenues (5:57 p.m. ET, 1/22/02)

Fairchild's total sales flat in Q4, but product bookings up 8% in quarter (6:10 p.m. ET, 1/22/02)

Novellus ends difficult Q4 with sales falling 34% from prior quarter (8:26 p.m. ET, 1/22/02)

Axcelis' Q4 plunge 43% sequentially, but projects flat growth in Q1 (5:30 p.m. ET, 1/22/02)

After IPO last fall, LogicVision reports 13% sequential growth in Q4 revenues (9:43 a.m. ET, 1/22/02)

Regards,

Brian
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