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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 (3513)10/21/1999 7:58:00 PM
From: FJB  Read Replies (1) | Respond to of 5867
 
What do you think of the number? I think it's OK. I recall reading a couple of analyst reports that were expecting it to go down from the preliminary 1.08 of August.

Bob



To: Proud_Infidel who wrote (3513)10/21/1999 8:07:00 PM
From: Bob Kim  Respond to of 5867
 
Brian,

It looks as if LRCX beat the EPS estimates but may have fallen short of some revenue expectations. ML was looking for $250 mil and SG Cowen $245 mil. But if $270 mil is guidance for the current quarter than that is above ML's current number.

Bob