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

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

LRCX 233.46

-5.9%

Jan 30 9:30 AM EST

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To: Proud_Infidel who wrote (4204)	7/26/2000 8:38:47 PM
From: Kirk ©	Read Replies (1) of 5867

GReat Summary! I'll add * 6 straight quarters of 15% growth (or more) Predicts 15% going forward and won't push to get more because that is hard enough (1.15 ^ 4 = 1.75 or 75% annualized growth....smoking!) DRAM makers not ordering much yet as they are restrained by cash and are still earning that. Expects DRAM shortage late this year. 300mm won't effect supply much until 2002 when we get some "true production capacity". CMP picking up and will be significant *Backlog will grow "significantly" in the Sept Quarter I missed the beginning, some java applet brought down my PC.... I didn't hear much about their Book-to-bill.

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