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

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

LRCX 144.03

+3.2%

2:30 PM EST

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To: Kirk © who wrote (2704)	4/5/1999 2:11:00 PM
From: Jong Hyun Yoo	Read Replies (1) of 5867

Kirk, Got this from CS First Boston Analyst note: Lam Res (LRCX-$32 11/16-Cap $1.3B-BUY) Elliott Rogers, Margin Improvement May Accrue At Accelerated Pace FY99E:$(1.90), FY00E:$0.90, FY01E:$2.15 * Q3's book/bill may approach 1.2 on higher awards from Korea and Taiwan. Pricing is beginning to firm. LRCX is effectively sold out through June. * Discretionary spending may be held in check post Q4's modest downtick. If correct, our Q1:00 and Q1:01 EPS projections of $0.07 and $0.43 could prove to be low. Lam's backlog situation is definitely improving. I am looking for a slight increase in revenue # this quarter but much improved backlog.

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