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	10/20/2009 12:11:16 AM
	1 Recommendation Read Replies (2) of 5867

City Boy Acuri (?) running around like a chicken with a cut off head... six weeks ago a different clown downgraded NVLS and upgraded LRCX - Novellus upgraded to Buy, LRCX downgraded to Sell at Citigroup Font size: A \| A \| A 9:43 AM ET 10/15/09 \| Briefing.com . Citigroup says while the broad cycle is far from over, full resumption of maintenance shrink activity means Phase 1 appears to be complete. Moving forward firm says, ASML's results leave them more convinced the stage is set for some mid-cycle order digestion in 1H:10 -- thus creating a more neutral cyclical backdrop rather than the universally positive environment of the past 9 months. As such, they are upgrading NVLS to Buy from Hold as they believe the Street is under-estimating earnings power (along w/AMAT) while they downgrade LRCX and ASML (as mentioned earlier) to Sell from Hold as positive revisions from here are tougher. They are raising NVLS target from $19.50 to $27.

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