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

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

LRCX 155.86

-3.3%

3:59 PM EST

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To: etchmeister who wrote (5813)	10/21/2009 10:20:39 PM
From: etchmeister	of 5867

City Boy Acuri (?) running around like a chicken with a cut off head... No - City boy is on crack... we move from deflated estimates to inflated estimates - me think NVLS is on track to "nail" $2. Acuri inflates his estimates/expectations in order to slam the stock down the road.... Citigroup listed the following items as key issues for the conference call should be: an update on ability to extend cost controls as revenues ramp and more proof points around what Citigroup now think is approximately $3.00-$3.50 peak EPS; comments on the potential expansion of the market as DRAM fully converts to copper this cycle ; and and update on the PECVD and PVD markets where Novellus has struggled.

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