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

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

LRCX 222.41

-0.2%

3:59 PM EST

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To: Jong Hyun Yoo who wrote (4070)	4/18/2000 5:37:00 PM
From: Kirk ©	Read Replies (2) of 5867

Next Q guidance was $0.43 per share according to my notes. My First Call summary said avg. expectation was $0.36 and they did $0.37. I liked how their target was 12% revenue increase with new software (ERP??) and they hit 13%. Aggressive targets and they still beat them. I just love listening to Bagley and Johnsen on these calls... They just seem to really understand their business and how to succeed in it. What a team! VERY interesting comments at the very end about Capital limiting fabs in Taiwan and that even if they had the capital, they couldn't build the fabs quick enough to suck up all the demand. (my interpretation of what was said). This could be good news for having the cycle last for several years.... unless something kills demand like a recession. K

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