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

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

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Duker who wrote (2681)	3/30/1999 11:30:00 PM
From: Jong Hyun Yoo	Read Replies (1) of 5867

For your info... Report is dated today.. Use any near term price weakness to accumulate. LRCX has the potential for the highest gain in the share price in the next coming upturn. Lam Research (LRCX-$31 7/16-Cap $1.2B-BUY) Elliott Rogers, Top-Line Growth May Accelerate Post-June Quarter FY99E:$(1.90), FY00E:$0.90 * Improving Order Outlook -- Concerns of a H2:CY99 order slowdown abating, as Taiwan, Japan & selective N American prospects emerge. Q3 (March) bookings at/above $175M. * Pricing Improving -- H2:98's fierce price competition is abating. While this won't materially help margins in H2:F99, F00's outlook is improving. * $3 EPS Run-rate By Sept. 2000 Not A Stretch -- Our $0.43 Q1:F01 (Sept. '00) EPS estimate allows for residual gross margin pressure and stepped-up R&D. The latter may go flat post Q4:99, while pricing may lift margins. With $100M in incremental sales adding $0.60 to EPS, LRCX's operating leverage is the highest in the industry.

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