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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 159.33-1.8%Nov 7 9:30 AM EST

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To: etchmeister who wrote (5664)1/25/2008 3:45:17 PM
From: etchmeister   of 5867
 
Revenue for the two remaining quarters must remain flat to reach $2.5 billion
685+610+610+610 = $2.515 billion

assuming current shipments are $593 million (=Q3 revenue)and assuming 10% sequential decrease in shipments (-60 millions) LRCX is already set up for failure
685+610+593+533 = $2.42 billion
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