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    1. New highs for Lam following Q2 beat, positive commentary

      Headlines

      Thu, 31 Jul 2014

      Like peer KLA-Tencor , Lam Research ( LRCX +4.2% ) provided a soft Sep ..... of $1.15B and $1.00. But Lam also used its CC ( transcript ) to ..... is benefiting from tight supplies. Lam also sees a healthy supply/demand

    2. Lam Research Reports Fourth-Quarter Results

      Commentary

      Wed, 30 Jul 2014

      Lam Research reported fiscal fourth-quarter results ..... been increasing demand for equipment from Lam , as these customers make capital investments ..... Despite the expected slowdown next quarter, Lam remains well-positioned to benefit from

    3. Greenlight bounces back in Q2

      Headlines

      Fri, 25 Jul 2014

      believes all tech is in a bubble. Among Greenlight's largest positions are Micron, Apple, Lam Research , and Marvell Technology. Of the Lam ( LRCX -0.6% ) position - which was started in Q2 - Einhorn says the fund's average purchase

    4. BRIEF-Taiwan's TSMC orders equipment from Lam Research for T$547.4 mln

      Headlines

      Mon, 21 Jul 2014

      July 21 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd

    5. Ultra Clean Holdings: Double-Digit Upside Potential With Positive Reward/Risk

      Headlines

      Thu, 17 Jul 2014

      of UCTT's products portfolio. The largest customers include Applied Materials (NASDAQ: AMAT ) and Lam Research Corporation (NASDAQ: LRCX ), each accounting for roughly a third of total sales. ASM International (NASDAQ: ASMI ) and Intuitive

    6. Chip equipment roundup: AMAT bulls, KLAC caution, 3D NAND, SEMI forecast

      Headlines

      Tue, 8 Jul 2014

      opportunities from the deposition and etching markets related to 3D NAND flash investments. However, he thinks Lam Research ( LRCX ), which just offered a bullish analyst day outlook of its own, is a better 3D NAND play. Cowen's Timothy Arcuri

    7. KLA-Tencor ups FQ4 bookings guidance

      Headlines

      Tue, 8 Jul 2014

      bookings to be above prior guidance of $625M-$825M. Shares are near breakeven in the face of a tech selloff. Lam Research offered an upbeat analyst day outlook a couple hours ago. Meanwhile, smaller peer Axcelis has issued a Q2 warning

    8. Axcelis -10.7% on Q2 warning; Blackstone hired to review options

      Headlines

      Tue, 8 Jul 2014

      says it has hired Blackstone to help evaluate "financing and strategic initiatives." Axcelis' warning comes as peer Lam Research offers an upbeat analyst day outlook. Industry analyst Robert Maire thinks Axcelis could be a canary in the coal mine

    9. Lam Research gains on bullish analyst day comments

      Headlines

      Tue, 8 Jul 2014

      Lam Research ( LRCX +2.7% ) guides during its 2014 analyst day ( webcast ) for $1B in ..... bullish CC commentar y, and rose two weeks ago following a Cowen PT hike . Lam 's outlook comes as the chip equipment industry's Semicon West conference

    10. New 52-week highs for Lam Research on Cowen PT hike

      Headlines

      Mon, 23 Jun 2014

      Cowen has upped its Lam Research ( LRCX +1.6% ) PT by $17 to $80, while reiterating an Outperform ..... to their gains on news of a dividend launch and $850M buyback. Lam currently goes for 12x FY15 (ends June '15) EPS exc. net cash

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