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Politics : Formerly About Applied Materials

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To: StanX Long who wrote (59569)	1/29/2002 3:00:42 AM
From: StanX Long	Read Replies (1) of 70976

Monday January 28, 8:44 pm Eastern Time Lam Research more confident about March quarter biz.yahoo.com SAN FRANCISCO, Jan 28 (Reuters) - Lam Research Corp.'s president and chief operating officer said on Monday that he is more confident that the chip-equipment makers' customer orders for the March quarter will match guidance than in recent quarters, citing orders from big-name chipmakers. ``The confidence factor for the March quarter is, I would say, stronger than what we might have had over the last couple of quarters,'' Stephen Newberry told investors at the Bank of America (NYSE:BAC - news) technology conference here. ``The (order) book in the March quarter is made up of a stronger set of players, a more strategic set of players.'' Lam Research (NasdaqNM:LRCX - news), when it reported results on Jan. 24, said it expected orders for its fiscal third quarter of about $130 million.

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