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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: SusieQ1065 who wrote (8406)7/24/2001 4:52:52 PM
From: SusieQ1065  Read Replies (1) | Respond to of 208838
 
Lam Research (LRCX) 24.36 -1.67: -- Update -- Says it was surprised by the dramatic falloff in fab utilization in the June qtr.; with the exception of DRAM and perhaps the processor markets, says dropoff in other segments was the worst it has ever seen... notes it is planning its business assuming no meaningful change in wafer starts... expects bookings in September qtr to be down from June; SAB 101 revenues for Q3 forecasted to be $320-$340 mln (Multex consensus is $297.5 mln) and EPS to be $0.15-$0.18 (First Call consensus is $0.08)... LRCX +0.49