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


To: Proud_Infidel who wrote (5354)7/21/2005 12:45:16 PM
From: All Mtn Ski  Read Replies (2) | Respond to of 5867
 
That's funny, I thought INTC just upped their capex two nights ago

They did (not by a whopping amount) and that is probably why NVLS rallied after its disappointing report. I don't believe LRCX has too much exposure at INTC, so the CAPEX raise probably won't affect them.

A-M-S