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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: C_Johnson who wrote (20831)10/10/2006 9:00:39 AM
From: matt dillabough  Read Replies (3) of 25522
 
LRCX Lam Research: Sep qtr results likely at the high end of guidance - UBS (47.60 )

UBS believes LRCX Sep qtr results are likely at the high end of guidance. Their industry research suggests Lam's orders were likely at the high end of its up 5-10% q/q guidance and they have modeled +9% as they believe the co gained share at Micron (MU), Inotera and UMC for dielectric etch tools. They believe the co likely guides Dec-06 orders flat to -5% as orders from foundry customers (TSM, SMIC, and Chartered Semi) remain limited.
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