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

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

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

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To: Philip W. Dunton, Jr who wrote (4199)	7/26/2000 7:37:16 PM
From: Proud_Infidel	Read Replies (3) of 5867

Misc CC Notes: * Revs increased most in North America & Asia * Backlog exceeded 500 Million * Cash increased by 50 Million in the Q to 432 Million * DSO of 79 days * Inventory turnover 3.6X(a Record) * Stock Repurchase for Q= $26 Million(Note by Me: no mention of number of shares, so cannot see what the average purchase price was) * Used essentially all of the Tax Loss Carryforward * Exelan HP due out in fall, and have already received advance orders * Teres continues to penetrate new customer accounts * expect 300mm orders to account for more than 10% of all new orders in the December quarter Guidance for Q1 2001 * Revenues of $425 Million * Tax rate increase from 14% to 30% * EPS of .43, using 147.5 Million diluted shares, down from this Q primarily because of the tax rate increase In the Q&A Session, J. Bagley was asked about component constraints. He said he did not realize his comments would cause such an uproar(my word, not his) when he made them at SemiCon West. Described the component constraints as "only modestly more difficult than other circumstances" and that the "impact relatively small"

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