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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 239.85+0.6%Jan 28 3:59 PM EST
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To: Kirk © who wrote (4856)5/15/2003 1:53:53 PM
From: Cary Salsberg  Read Replies (1) of 5867
 
Hi Kirk,

I listened to the AMAT conference call more than once, but I fell asleep the first time. AMAT said that all front end equipment was doing well and that most of the disappointment was caused by a seasonal falloff in service orders and zero orders at the ETEC division. They said that copper will grow faster than the industry, but that was in response to a question and the flavor was that this is about as new as the sun rises in the East.
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