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: BWAC who wrote (5028)	7/21/2004 4:51:00 PM
From: Donald Wennerstrom	Read Replies (2) of 5867

True, but it is up about 0.70 compared to today's close, and climbing. Also, they beat their yearly consensus estimate by 24 percent, going from the estimate of 0.51 to the actual of 0.63. As you say, its hard to tell how it could be any better. I hope they have a good story to tell on the outlook going forward. That is what is really needed. Don

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