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

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

LRCX 156.00

+0.6%

Nov 28 9:30 AM EST

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To: HEMIGUY who wrote (3197)	8/3/1999 10:12:00 AM
From: Thomas J Pittman	Read Replies (2) of 5867

This is pure baseless conjecture on my part, but..... I bet (literally, i suppose since I am long) that we are going to drop from here in the short term. but I also bet that Bagley's fifty cents has enough cushion in it that lam is going to beat it come october. I also bet that the street will come to this same conclusion and will push the price up based on some whisper number of around 0.55 eps for that quarter. Therefore, I think the share price will peak in the week or so prior to earnings. After that, of course, i am clueless (the only difference is that I dont have any bets after that. I guess I am saying that i think we will dip here and retrench and then push up to the 60's sometime near the end of this Q. Still working on the longer term. Also wondering how well bagley managed earnings expectations while he was at amat? Anyone remember? j

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