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

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

LRCX 151.94

+1.1%

Nov 25 3:59 PM EST

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To: Jong Hyun Yoo who wrote (3654)	11/21/1999 9:42:00 PM
From: Kevin J. Koons	Read Replies (1) of 5867

LRCX is my favorite of the four choices, as well. However, KLAC has done well in second place. Deutsche Bank Alex Browns' report last week covering dinner with Jim Bagley boosted the upbeat scenario several notches, especially regarding Exelan Etch. Excluding the Oliver Design writeoff, I would not be surprised to see the $.70 concensus estimate for the current quarter being short by up to $.30. Are you hedging your futuristic $8.00 estimate?

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