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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 148.83+3.9%Nov 19 3:59 PM EST

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To: Proud_Infidel who wrote (4281)8/8/2000 8:54:57 PM
From: FJB  Read Replies (1) of 5867
 
Cisco's conference call is quite impressive. They listed component supply as their foremost concern. They grew sales 61% YOY for the quarter and had sequential growth in the 40% - 50% range for many geographies and product segments. If there is an end demand problem, it is not at the Internet infrastructure level.

The CC is available here:
investor.cisco.com
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