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Lam Research Corporation (Nasdaq:LRCX);

Three analysts and top management from ten sector firms examine the Semiconductor Capital Equipment sector in this special 67-page issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info437.htm

“I think that Lam is probably going to be one of the better positioned companies going forward,” says a leading industry expert. “But to caveat that, Lam is coming off of a lower base. The new management team there has been in place since the 1990s, and they’re finally starting to get their hands around some of the more structural issues that were at Lam prior to them joining. That being said, I’m pretty confident that in the next upturn Lam will have higher peak operating margins than they did in the 2000 upturn. It’s hard for me to say that for some of the other larger cap names.”

This special issue includes:

1) Semiconductor Capital Equipment - In an in-depth (12,900 words) Analyst Roundtable, Mark Fitzgerald, Managing Director and Senior Research Analyst in the Technology Group at Banc of America Securities, Robert Maire, Analyst at Bear, Stearns & Co., Edward C. White, Jr., Managing Director and Semiconductor Equipment Analyst in the Equity Research department at Lehman Brothers, examine the outlook for the sector including investor inflection, growth drivers and share specific stock recommendations.

2) The TWST confidential Off-The-Record survey of management performance at eighteen sector firms asked market insiders about the ability of management teams to create shareholder value.

3) CEO and Sponsored interviews (average 2,500 words). Top management of ten sector firms examine the outlook for their firm and the sector.