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

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

LRCX 158.37

-1.8%

12:41 PM EST

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To: Kirk © who wrote (5769)	7/11/2008 11:28:56 AM
From: etchmeister	Read Replies (1) of 5867

Orders down 35% but they expect orders to be up next (current) quarter. I recall stock price would anticipate way ahead before orders materialized; the price would peak as early as three months after bookings turned because "the cycle was going to peak" and that (Cycle peak) used to be the typical reason for downgrading. It looks like nowadays the stock price reacts to orders. I've to doublecheck G's chart but I think equips peaked in 2007 shortly after orders were peaking. To me it seems the pattern changed

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