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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Cary Salsberg who wrote (9463)4/16/2003 6:53:34 PM
From: Kirk ©  Read Replies (1) of 95530
 
I caught the 2nd half of the LRCX conf. call. Those folks can EXECUTE.

CEO Bagley more or less said the SARs excuse was just that, an excuse. They grew orders by 18% mostly by taking market share and a bit of market improvement. Last quarter my notes said order growth target of "only" 10% so they nearly doubled their target growth rate.
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