Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 175.99

-1.2%

3:05 PM EST

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To: Cary Salsberg who wrote (5370)	9/21/2005 10:58:01 AM
From: Proud_Infidel	Read Replies (1) of 5867

Three Picks In Semiconductor Equipment David Ng, 09.21.05, 10:49 AM ET Adams Harkness expects semiconductor equipment companies to see a slight pickup in orders into the late 2005 to early 2006 timeframe. The research firm said it likes ADE (nasdaq: ADEX - news - people ) and Nanometrics (nasdaq: NANO - news - people ), "as both these are leveraged to the faster growing inspection and metrology sub-segment of the semiconductor capital-equipment industry." Adams Harkness rates both companies at "buy." The research firm also likes CyberOptics (nasdaq: CYBE - news - people ), "as new product introductions would likely drive higher growth in 2006." Adams Harkness reiterated a "buy" rating on CyberOptics. For August, the research firm said orders seem to be in-line with previous commentary from Novellus Systems (nasdaq: NVLS - news - people ) and Lam Research (nasdaq: LRCX - news - people ), which respectively guided third-quarter orders to be flat to down 10%, and flat to down 5%, on a quarter-over-quarter basis.

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