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

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

LRCX 143.38

+2.7%

2:54 PM EST

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To: etchmeister who wrote (5441)	1/19/2006 8:15:30 AM
From: Proud_Infidel	Read Replies (1) of 5867

Only a matter of time before excellent execution was met with downgrades..... Downgrades: Goldman Sachs downgrades Advanced Micro Devices (AMD 33.37) to Underperform from In Line following Q4 results, saying earnings reports from AMD and LRCX suggest that the semi cycle has likely reached a point of unsustainability, with both companies reporting/guiding to peak margin levels and offering bullish outlooks for their businesses, typically a sign that cyclical companies have gotten a bit ahead of themselves... Goldman Sachs downgrades Lam Research (LRCX 38.32) to Underperform from In Line as they believe the semi cycle has likely reached a point of unsustainability, with both AMD and LRCX reporting/guiding to peak margin levels and offering bullish outlooks for their businesses, typically a sign that cyclical companies have gotten a bit ahead of themselves... Message 22076713 *************************************************************** And an upgrade: 07:40 Early Research Calls VI Upgrades: Bear Stearns upgrades Lam Research (LRCX $38.32) to Outperform from Peer Perform, after the co reported financial results for the Dec quarter that far exceeded its guidance and Street consensus, the co also provided an extremely upbeat outlook for the coming quarters... Bear Stearns upgrades Brooks Automation (BRKS $14.49) to Outperform from Peer Perform saying LRCX has historically been Brooks' largest customer and the co will benefit from the significant ramp that Lam is now undergoing... Message 22076715

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