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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 222.88+2.3%3:59 PM EST
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To: Proud_Infidel who wrote (4874)9/26/2003 8:03:28 AM
From: Proud_Infidel   of 5867
 
7:11AM Lam Research upped to Outperform at CSFB (LRCX) 22.67: The upgrade from Neutral is based upon 1) relative valuation, 2) relative 2nd-half order trends and 3) relative margin leverage. Although firm says that valuations across its universe are rich, LRCX trades at just 19x firm's peak EPS of $1.20, or a 10-15% discount to the group. Price tgt goes to $30 from $20.
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