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

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

LRCX 150.52

+0.1%

12:44 PM EST

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To: BWAC who wrote (4797)	7/15/2002 2:21:39 PM
From: Proud_Infidel	Read Replies (1) of 5867

Take this FWIW: 1:30PM: Consolidation slightly above the midday lows has dominated for the last hour with the semi sector continuing to help limit the Nasdaq slide. Salomon Smith Barney has come out and cut their price targets for ATMI (to $31 from $40), KLAC (to $62 from $78), LRCX (to $25 from $40), MYK (to $16 from $18), NANO (to $16 from $25), and TER (to $30 from $45); maintains current ratings. In other news, JB Hunt (JBHT -18%) was halted just prior to announcing earnings. For Q2 reported EPS of $0.40, $0.13 above the Multex consensus; revenues were $557 mln, vs consensus of $543.4 mln. Stock was hurt early in wake Morgan Stanley comments regarding accounting issues. DOT -1.4%, SOX +0.5%, XOI -3.7%, NYSE Adv/Dec 549/2652, Nasdaq Adv/Dec 957/2349

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