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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (5260)	2/25/2005 2:25:37 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

"Actually as far as I understand the number of implants is increasing as well -" but hardly at the same rate as oxide layers between 1998 and 2008. At best, implants might double (1.5x more probable) while oxide layers went up 2-4x. I remember designing some chips before 1998 with metal 3 and 4, but we used those layers for power, ground and shielding, not fine line interconnect. I don't recall if the process could pattern and via metal 3 or 4 that fine back then. I was using BiCMOS so the process was older pushing the envelope as you might expect from a microprocessor process Intel would use. Cool LRCX chart cbs.marketwatch.com Intersting how they have increased earnings estimates in 9 straight quarters since the bottom & $35 is not too far away

To: etchmeister who wrote (5260)	3/28/2005 1:23:07 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Lam Research Corporation Announces Date for Releasing March Quarter Financial Results Monday March 28, 1:10 pm ET FREMONT, Calif.--(BUSINESS WIRE)--March 28, 2005--Lam Research Corporation (Nasdaq:LRCX - News), Fremont, Calif., today announced it will release the March 2005 quarter financial results on Wednesday, April 13, 2005. Management's quarterly company update will be held on April 13, beginning at 2:00 p.m. Pacific Time. Attend by Telephone Dial 303-262-2193 approximately 10 minutes prior to the start of the meeting and an operator will connect you to the conference call. Attend by Internet To access the webcast, visit the Investors section of Lam's web site at lamrc.com and select the Calendar/Webcasts button to view the details. Replay Information A webcast replay will be available on the Lam web site for 90 days. Contact Information Contact the Lam Investor Relations Department by email at Investor.Relations@lamrc.com or by telephone at 510-572-2106 with questions. The date and time are subject to change. Please visit the Investors section of Lam's web site and select the Calendar/Webcasts button to view the latest presentation schedule, or select the Email Alerts button and register your email address to receive automated notifications of upcoming webcasts, news releases, and SEC filings. Lam Research Corporation is a major supplier of wafer fabrication equipment and services to the world's semiconductor industry. Lam's common stock trades on the Nasdaq National Market under the symbol LRCX. The Company's World Wide Web address is lamrc.com. -------------------------------------------------------------------------------- Source: Lam Research Corporation

To: etchmeister who wrote (5260)	3/31/2005 12:58:22 PM
From: Proud_Infidel	Respond to of 5867

Lam Research, Applied Materials Vie For Intel Business 03.31.05, 12:31 PM ET Deutsche Bank Securities maintained a "buy" rating for Lam Research (nasdaq: LRCX - news - people ) and said a competitive shift in the silicon etch industry could benefit the chip equipment maker as well as rival Applied Materials (nasdaq: AMAT - news - people ). "We believe Hitachi's position in silicon (Si) etch at Intel (nasdaq: INTC - news - people ) and Texas Instruments (nyse: TXN - news - people ) could be at risk in the transition to next generation technology," said Deutsche Bank. "We believe Lam is well positioned to possibly win the next generation Si etch business at TI, displacing Hitachi, and believe that Intel may be evaluating the technical and economic merits of replacing Hitachi for Si etch at 45nm [nanometer]. We think Lam is well placed to compete for this business; such a win would establish a foothold at Intel and help drive incremental share gains overall. We note that Applied also appears well positioned to compete for the silicon etch business at Intel." The research firm maintained a price target of $33 for Lam shares, currently trading at around 18 times Deutsche Bank's calendar 2005 earnings-per-share estimate of $1.61. "Although we believe a discount to peers like Applied Materials and KLA-Tencor (nasdaq: KLAC - news - people ) may be appropriate, noting the intrinsic longer term risk of a narrowly focused product offering, we believe the present discount of greater than 25% may be excessive," Deutsche Bank said. "We believe share gains through the coming modest upturn should provide support for the stock and potential upside to estimates." Deutsche Bank has a "hold" rating for Applied Materials with a $19 target price.