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

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

LRCX 161.24

+2.4%

Nov 3 9:30 AM EST

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From: etchmeister	10/9/2009 12:25:26 PM
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For 2010, Kumar sees revenue of $1.75 billion and EPS of $1.63, far above the consensus at $1.5 billion and 83 cents. There is something very strange happening: For whatever reason estimates are too low / not updated in a timely manner and this confirms to me why NVLS took the unusual step in pre announcing . Hill said there is big disconnect between what the company can accomplish and what's published out there. Would be interesting to see the distribution of EPS estimates. There is huge room to "manipulate" the consensus and as said before it appears the group is set up for beating consensus.

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