Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 139.60

-6.2%

Nov 20 3:59 PM EST

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To: Duker who wrote (3135)	7/29/1999 9:47:00 PM
From: Proud_Infidel	Read Replies (2) of 5867

Just going over some what ifs.....at only 3 times next Q's run rate of 240M brings us to $67......4X sales gives us $89......if Bagley & Co can shore up margins(today is a good indicator they can) and grab market share as was implied in the CC, what is an appropriate multiple? Anyone who thought Lam had seen the best part of its run should look at the numbers put forward tonight and reconsider. BTW, using next Q's run rate of 240M and multiplying by 4 is being very conservative since it assumes no growth for the next 4 Q's. And these calculations are also conservative in that I am using 43M shares(fully diluted). Just some random thoughts BK

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