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

To: Thomas J Pittman who wrote (3494)10/21/1999 4:20:00 PM
From: Jong Hyun Yoo  Read Replies (1) | Respond to of 5867
 
Thomas, LRCX did not disappoint. Blew away the estimate by 9 cents. LAM this Q acheived earning level that analysts thought would be acheived by next Q. The earning was with
10% tax rate. I guess they are so profitable now that
they are being taxed. EPS could been higher without this
tax rate. Very good indeed.



To: Thomas J Pittman who wrote (3494)10/21/1999 4:22:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 5867
 
Briefing.com has only one thing they do well: being wrong. This is a case in point. I believe they were bearish on Lam(and all of the equips) since they began their move last Oct.

BK


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