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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (3126)	7/29/1999 12:06:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

Here is my expectation for LAM's earning for this Q. Let's hope that LAM can give us a good one. 1. Lam's revenue number should be somewhere around 196-197 million. Expecting about 1.3 for BTB, the booking should exceed 240 million. 2. EPS should be around 16 cents a share, beating the street consensus of 12 cents and meeting the whisper number. 3. Gross margin should improve to near 40% mark even though I am hoping that it could be over 40% mark. 4. Expect substantial reduction in the material cost and operational expense which should be a big plus for next Q EPS. 5. Next Q earning guidance should be significantly higher due to greatly reduced tax liability and higher shipment number. I am forecasting number greater than 40 cents per share. Let's see how things will turn out.