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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: niek who wrote (20813)10/5/2006 2:34:13 PM
From: niek  Respond to of 25522
 
re:
Lam Research Corp. (Fremont, Calif.), for one, continues to be one of the few shining stars in the capital equipment market.

I know another star: ASML.

re:
During its June quarter conference call, Lam had guided for September orders to be up 5-10 percent quarter-over-quarter

ASML said Q3 orders to be up at least 40% quarter-over-quarter.