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  • LAM Research F1Q10 (Qtr End 9/27/09) Earnings Call Transcript 21 Oct, 2009
    ... 27, 2009 was distributed by Business Wire shortly after 1:00 ... of our systems and service business groups. Application and market segment ... the September quarter indicate, the business environment is clearly improved during ...
  • Lam Research Q2 2009 Earnings Transcript 30 Jul, 2009
    ... a definite improvement in the business environment. Increased investments are being ... consumers are not spending and business profitabilities are suppressed. And, so ... terms of your wet clean business on the margin profile, is ...
  • Lam Research Corporation, Q1 2009 Earnings Call Transcript 22 Apr, 2009
    ... March 2009 quarter financial performance. While lower business volumes were clearly evident during the quarter ... These investments coupled with lower overall business volumes contributed to lower inventory performance of ...
  • Lam Research Corporation Q4 2008 Earnings Call Transcript 28 Jan, 2009
    ... reduced factory absorption related to business volume. Turning now to review ... in single wafer wet clean business, specially against SEZ in 2008 ... customers. It includes things like business opportunity, the relationship we've ...
  • LAM Research Corp. Q3 2008 Earnings Call Transcript 22 Oct, 2008
    ... to September quarter sequential. The business climate is clearly more challenging. ... recap the important headlines, the business climate is difficult and visibility ... mixed in the System's business, one customer to another or ...
  • LAM Research Corp. F4Q08 (Qtr End 06/29/08) Earnings Call Transcript 29 Jul, 2008
    ... of customer concentration in our business, discussed earlier this year, continued ... underlying customer service install base business spares and service, and upgrade ... delay for the customer service business group and so as it ...
  • Lam Research Corporation 2008 Analyst & Investor Meeting Transcript 16 Jul, 2008
    ... application penetrations in the hedge business, accelerating our new products and ... avoid significant investments in our business in infrastructure. We have in ... realities of our linear-based clean business is that we were at ...
  • LAM Research Corp.F3Q08 (Qtr End 03/30/08) Earnings Call 23 Apr, 2008
    ... 30, 2008, and share our business outlook for the June 2008 ... is limited to the Etch business, accordingly 300 millimeter applications represented ... standardize the Spin Clean Division business under our preexisting revenue on ...
  • LAM Research Corp. F2Q08 (Qtr End 12/23/07) Earnings Call 24 Jan, 2008
    ... occasions that lead time for our business are becoming increasingly short and our ... you know when you have a business that has 20 significant customers, ... to walk away for some business because of pricing aspects. For the ...
  • Lam Research Corporation Announces Intent to Acquire the SEZ Group Transcript 12 Dec, 2007
    ... that may affect these forward-looking statements include changing business conditions in the semiconductor industry and the overall ... any 10% customers? Do they have a business split between semi and non-semi and of the ...
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