Benchpress550's bathroom Message Board

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Strategies & Market Trends : Benchpress550's bathroom

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To: benchpress550 who started this subject	3/6/2002 1:27:18 PM
From: benchpress550	Read Replies (2) of 180

Lam Research: Solly says biz may be picking up (26.00 -0.08) We are hearing from sources at Salomon Smith Barney that they believe business momentum is picking up at LRCX, stockcharts.com[m,a]dacayyay[pb50!d20,2][vc60][iUb14!Ua12,26,9]&pref=GTo:alan who wrote (16333) From: Mr. Pink Saturday, Feb 23, 2002 2:08 PM View Replies (3) \| Respond to of 16409 Mr. P$nk initiates on LRCX: LAM Research with rating T3/5. Company has an insane valuation of $2.5 billion. Very shady accounting. (derivitives, revenue recognition etc.) Business model sucks. Company provides low margin etching business for FABs. NO NEW FABS being BUILT. Revenues trending down from 40mm/quarter to 100 mm this June. Peak earnings were $1.35. Company losing money for at least 2 more years. Average earnings are around 0.75 and even at 15X should trade at 12 in best case. Mr. P$nk recommends immediates short position. Mr. P$nk All statements are the opinion of Mr. P$nk who may maintain a short or long position and may increase short or cover without warning. View Next 10 Messages \| Previous \| Next Remove Bookmark Ignore this Person Report a TOU violation View SubjectMarks

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