
J.P. Morgan's Chris Blansett chops KLA-Tencor ( KLAC -4.7% ), Lam Research ( LRCX -4.5% ) and Novellus ( NVLS -4.4% ) to Underweight, predicting a "downtick" in capital expenditures by chip foundries
purchase of Novellus ( NVLS ) by Lam Research ( LRCX ) practically since I started ..... now? Why not years ago? With Lam Research being the purchaser and roughly ..... the deal was announced, whereas Lam is paying a smaller premium than
Overview -- We are raising the ratings on U.S. semiconductor manufacturing equipment provider Lam Research based on an improved business risk profile following the pending merger with Novellus Systems Inc. (unrated) in a stock-for
SEZ's operations and Lam has achieved significant ..... SEZ. More recently, Lam announced plans to acquire ..... via stock repurchases. Lam Research manufactures equipment ..... spending by chipmakers. Lam Research has had great success
semiconductor equipment supplier Lam Research LRCX reported fiscal third-quarter results ..... is causing a rebound in demand for Lam 's etch and clean tools. The company ..... supplier Novellus NVLS, which limited Lam 's operating leverage. Management
triangulate the results with an exit multiple calculation and a review of the fundamentals compared to Intel ( INTC ) and Lam Research ( LRCX ). I recommend that investors also consider smaller firms, like ACL Semiconductors (ACLO.OB) and BE Semiconductor
S. semiconductor manufacturing equipment provider Lam Research remain on CreditWatch with positive implications following ..... second calendar quarter of 2012. -- We expect that Lam Research 's business risk profile will improve as a result of
By Osman Gulseven : Lam Research Corporation ( LRCX ) is a prominent player in the specialty semiconductor business ..... 24% in the same period. As of the time of writing, Lam Research stock was trading at $42 with a 52-week range of $35
BRCM , NVDA , QCOM , and others. Needham recently suggested the equipment needs of chip foundries would bolster Lam Research ( LRCX ), while KLA-Tencor ( KLAC ) has said demand for cutting-edge mobile chips is boosting foundry equipment orders
Looking at a 5 year chart of Lam Research ( LRCX ) surprisingly reveals that the ..... researching the stock: Valuation: Lam Research 's trailing 5 year valuation ..... year averages at current prices. Lam Research 's current P/B ratio is 2