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: Donald Wennerstrom who wrote (5036)	7/21/2004 7:25:06 PM
From: Proud_Infidel	Read Replies (2) of 5867

CC Highlights: 60% of units- 300mm 2/3 of orders- less than 130nm Breakdown of units: Memory=30% Logic=15% Foundry=55% No significant cancellations DSO- 68 days Inventory Turns- 6.2x per year Addressing the concerns of industry growth- Using a 1000 wafer start equivalency hypothesis. A 300mm Copper etch costs 2.8 times the equivalent of a 200mm aluminum for a 1000 wafer start **GUIDANCE Orders up 5% sequentially Revenue- $400M-$415M GM~50% EPS= .55-.60 per share (assuming 140M shares)**

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