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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 (3448)	10/19/1999 2:30:00 PM
From: Jerome	Respond to of 5867

This should be good news for PHTN and GNSS. Photon especially because the CEO announced a while back that they would meet or exceed earnings estimates for the next three quarters. That's a bold statement in this group of companies. Jerome

To: Proud_Infidel who wrote (3448)	10/19/1999 2:36:00 PM
From: Duker	Read Replies (1) \| Respond to of 5867

BK, Your early Christmas comment reminded me of something. Here it is: --Duker To: Kirk who wrote (2076)From: Duker Wednesday, Sep 9 1998 11:24AM ETRespond to Post # 2077 of 3450 Kirk, I am just whining. I know there are a bunch of "us" out there watching in dismay as LRCX slips into the great vacuum. In fact, I can not disagree with the silence. Too much chatter (or chadda, as we call it in Boston) could upset the delicate balance that has collapsed the stock price. The last thing I want is for the thing to run up before I have satiated my rather sizable appetite for the shares at these levels. Christmas has come a bit early in the Duker household. --Duker

To: Proud_Infidel who wrote (3448)	10/19/1999 4:37:00 PM
From: Duker	Read Replies (3) \| Respond to of 5867

Awesome PC Demand Drives Outstanding Microsoft Quarterly Results MSFT SOUNDS A BIT MORE EXCITED THAN THEY USUALLY SOUND. --Duker Operating Earnings Up 37% On Continued Excellent Office Sales REDMOND, Wash., Oct. 19 /PRNewswire/ -- Microsoft Corp. (Nasdaq: MSFT - news) today announced net income of $2.19 billion and diluted earnings per share of $0.40 for the quarter ended September 30th. Revenue totaled $5.38 billion, a 28 percent increase over the $4.19 billion for the comparable quarter last year. This quarter's results include a gain of $156 million on the sale of the entertainment city guide portion of the MSN(TM) Sidewalk© online guide, while last year's results include a gain of $160 million on the sale of the Softimage subsidiary. Excluding the sale of these businesses, net income rose 37 percent and earnings per share grew 36 percent to $0.38, from $0.28. Including the gains, earnings per share grew 29 percent. ``We had a really big quarter driven by strong corporate demand for Office 2000, Windows NT© Server and BackOffice© applications,' said Greg Maffei, chief financial officer. ``It does not appear that Y2K had a significant impact on results. During the quarter, we also saw excellent PC unit growth, particularly in Asia, and we expect that trend to continue in the December quarter.'