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

To: etchmeister who wrote (5339)	6/27/2005 9:09:02 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Lam Research Corporation Announces Stephen G. Newberry as Chief Executive Officer Monday June 27, 9:00 am ET Newberry Will Also Join the Board of Directors FREMONT, Calif.--(BUSINESS WIRE)--June 27, 2005--Lam Research Corporation (Nasdaq:LRCX - News) today announced Stephen G. Newberry has become chief executive officer of the Company as announced previously in the Company's management transition plan in November 2004. Newberry will also join the board of directors and retain his role as president. James W. Bagley will remain an officer of the Company in the position of executive chairman of the board of directors. 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.

To: etchmeister who wrote (5339)	7/20/2005 3:42:49 PM
From: Proud_Infidel	Respond to of 5867

Semi-Equipment Earnings Are 'As Expected' So Far 07.20.05, 3:34 PM ET Bear Stearns said the earnings season has started off "as expected" for the semiconductor capital-equipment sector. However, front-end equipment companies are reluctant to call the upturn, the research firm said. Industry fundamentals appear to be at a bottom, with Novellus Systems (nasdaq: NVLS - news - people ) guiding to flat-to-down single digits for orders, revenue and shipments. "The key will be foundry spending, which is unlikely to be included in companies' guidance ranges, but could materialize in the quarter," Bear Stearns said. The research firm said the decision by Intel (nasdaq: INTC - news - people ) to raise its capital expenditure by $200 million to $5.90 billion is encouraging. Intel "obviously sees strong pull from its customers," Bear Stearns said, adding that 2006 should be a growth year for Intel. Elsewhere in the sector, Cymer (nasdaq: CYMI - news - people ) and Teradyne (nyse: TER - news - people ) both reported promising second-quarter results. Bear Stearns said Lam Research (nasdaq: LRCX - news - people ) looks like "a very good buying opportunity, in our view." The research firm reiterated "outperform" ratings on Novellus and Lam, and a "peer perform" rating on Teradyne.