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

To: Cary Salsberg who wrote (5370)	8/15/2005 2:18:23 PM
From: Proud_Infidel	Respond to of 5867

1:49PM Lam Research pushes to new high, approaching resistance at last wk/Aug high of 29.46 (LRCX) 29.38 +0.67: -Technical- Its 50 day sma comes into play at 29.65.

To: Cary Salsberg who wrote (5370)	9/3/2005 10:30:26 AM
From: Proud_Infidel	Respond to of 5867

Lam Research Corporation Supports Hurricane Katrina Relief Efforts Friday September 2, 7:15 pm ET Lam Will Make a Donation of $150,000 to the American Red Cross and Match Employee Contributions for a Corporate Gift of up to $250,000 FREMONT, Calif.--(BUSINESS WIRE)--Sept. 2, 2005--Lam Research Corporation (NASDAQ:LRCX - News) today announced it will make a donation of $150,000 to the American Red Cross to assist victims of Hurricane Katrina's devastation. In addition, the Company will match up to $100,000 of employee contributions to relief efforts for a potential corporate gift of up to $250,000. Donations will be made through the Lam Foundation. "We extend our sympathy and support to all of those affected by the hurricane," stated Steve Newberry, Lam's president and chief executive officer. "In addition to the Company's donation, our employees have expressed interest in making individual donations to relief efforts, and we intend to support their efforts by matching their contributions." 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. Lam is a NASDAQ-100® company. The Company's World Wide Web address is lamresearch.com. -------------------------------------------------------------------------------- Source: Lam Research Corporation

To: Cary Salsberg who wrote (5370)	9/21/2005 10:58:01 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Three Picks In Semiconductor Equipment David Ng, 09.21.05, 10:49 AM ET Adams Harkness expects semiconductor equipment companies to see a slight pickup in orders into the late 2005 to early 2006 timeframe. The research firm said it likes ADE (nasdaq: ADEX - news - people ) and Nanometrics (nasdaq: NANO - news - people ), "as both these are leveraged to the faster growing inspection and metrology sub-segment of the semiconductor capital-equipment industry." Adams Harkness rates both companies at "buy." The research firm also likes CyberOptics (nasdaq: CYBE - news - people ), "as new product introductions would likely drive higher growth in 2006." Adams Harkness reiterated a "buy" rating on CyberOptics. For August, the research firm said orders seem to be in-line with previous commentary from Novellus Systems (nasdaq: NVLS - news - people ) and Lam Research (nasdaq: LRCX - news - people ), which respectively guided third-quarter orders to be flat to down 10%, and flat to down 5%, on a quarter-over-quarter basis.

To: Cary Salsberg who wrote (5370)	10/13/2005 10:18:30 AM
From: Proud_Infidel	Respond to of 5867

Oct 13 (Reuters) - LAM RESEARCH CORP. Current Prior Price Target $29.50 $26 --Banc of America Securities' price target revision comes a day after the supplier of wafer fabrication tools posted first-quarter earnings above Street expectations. LRCX (IL/C): Strong execution and good profitability in CQ3; no change to our view that declining DRAM spending will drive another leg down in the cycle in 06 October 13, 2005 Lam Research reported CQ3 EPS of $0.35 (GS and Street $0.30). EPS upside was driven primarily by higher other income ($0.04 of the $0.05 of upside). CQ3 orders were +3% Q/Q, slightly above our flat estimate. CQ4 orders were guided +5-10% Q/Q, in-line with Street expectations but above our flat to +5% est. 60% of CQ4 orders are expected to come from memory. CQ4 revenue and EPS guidance is better than expected although CQ4 gross margin guidance is a bit disappointing at flat Q/Q despite higher sales. Raising our below consensus EPS ests on the better earnings outlook: CY05 to $1.65 from $1.45 and CY06 to $1.25 from $1.10 (Street $1.77). No change to our IL/C rating, as we believe high memory exposure drives increased risk as we expect DRAM orders to decline in 2006 driving continued underperformance in the SPE stocks (YTD -7% for SPE vs. -3% for S&P 500).