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Analysis - Latest Articles
Wall Street Breakfast: Must-Know News
SA Editor Rachael Granby
•
Jan 28
•
24 Comments
The Strong Case for Chip Equipment and Inspection Stocks
Shlomi Cohen
•
Jan 27
•
1 Comment
20 'Babies with Bathwater' and 7 'Dogs with Fleas' Stocks for the Week
J Clinton Hill
•
Jan 18
•
2 Comments
Wall Street Breakfast: Must-Know News
SA Editor Eli Hoffmann
•
Oct 22
•
11 Comments
Market Movers That Aren't Housing
Wall Street Strategies
•
Oct 20
•
Comment!
Galleon Group's 50 Largest Holdings
AlphaClone
•
Oct 18
•
10 Comments
More articles on LRCX »
Latest Transcript
LAM Research Corp. F2Q10 (Qtr End 12/27/09) Earnings Call Transcript
Thu January 28, 2010
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Cramer
Cramer's Mad Money - More UltraShort ETFs? (4/28/09)
Wed April 29, 2009
Cramer's Lightning Round - Avoid-ING Financials (1/27/09)
Wed January 28, 2009
Jim Cramer's Mad Money Lightning Round Picks, Oct. 11
Thu October 12, 2006
More Cramer on LRCX »
Instablogs
Apple iPad Tablet Announced CEO Confirms iPhone-OS Details on CNBC Live
Wed January 27, 2010
•
James Rickman
•
Comment!
FED BERNANKE EXIT STRATEGY TAKING CENTER STAGE
Wed January 27, 2010
•
James Rickman
•
Comment!
Enterprise Value Valuation Metrics applied to semiconductor equip & mat cos
Mon November 16, 2009
•
IPOdesktop
•
Comment!
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LongShortTech
: Credit Suisse semi equipment analyst Satya Kumar recommends 2 pair trades: (1) Buy
ASML
, short
AMAT
. (2) Buy
LRCX
, short
KLAC
.
Tue, Feb 02, 2010
LongShortTech
:
INTC
forecast 2010 capex at $4.8bn vs. $4.5bn in 2009. Below expectations, so
AMAT
FEIC
KLAC
LRCX
NVLS
VECO
VSEA
creamed.
Sun, Jan 17, 2010
Nettligent
: AVOID or SHORT:
HOV
KBH
LEN
PHM
BAC
GE
NTGR
AMAT
KLAC
LRCX
ATHR
STEC
FFIV
NTAP
N
BRCD
ELX
CTXS
QLGC
RVBD
WYNN
PENN
LVS
CIEN
JCI
ROG
VMW
OPLK
Mon, Sep 21, 2009
More StockTalks on LRCX »