Arcuri notes that the company seems to be getting a boost from disrupted production at Japanese rival MJC.

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Shares of semiconductor equipment maker Lam Research (LRCX) are trading lower this morning on bearish comments from Citigroup analyst Timothy Arcuri.

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"When I started long ago, women weren't coming out of college and choosing to work in professional sports, and now that's changed, " says Valerie Arcuri , who retired last month as the Indians' vice president of marketing and broadcasting.

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