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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: sixty2nds who wrote (27876)1/11/2006 10:28:02 AM
From: sixty2nds  Read Replies (1) | Respond to of 95738
 
15:02 LRCX Lam Research: Summary of presentation at Needham conference (38.53 -0.93) -Update-

Co said the last two years have been good for mkt share gains. During Q&A, the co noted mkt share changes are something that appear to show up very quickly, but are actually created through a series of activities typically over a 3-5 year period. Co also said they have been successful at winning mkt share.