Citigroup analyst Terence Whalen this morning turned cautious on the semiconductor equipment sector, cutting his rating on Lam Research to Hold from Buy, and trimming estimates on Lam, KLA-Tencor and Applied Materials.

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This past week, California Senator Diane Feinstein said she believes that case contributed to Lam's downfall.

NPR: How Prosecutor Lam's Case Was Handled

One of the U.S. attorneys whose firing generated so much heat is Carol Lam of San Diego.

NPR: How Prosecutor Lam's Case Was Handled