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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 (3843)	1/13/2000 4:42:00 PM
From: Duker	Read Replies (2) \| Respond to of 5867

Alert: Intel Sees 2000 Cap Spending About $5 Bln, Up From 1999'S $3.4 Bln (NasdaqNM:INTC) (This is a headline-only alert, although it will likely be followed by an article soon) --------------------------------------------------------------------------------

To: Proud_Infidel who wrote (3843)	1/14/2000 11:51:00 AM
From: Jong Hyun Yoo	Read Replies (4) \| Respond to of 5867

LRCX up very nicely this morning. I expect LRCX to close the price gap with AMAT, NVLS, and KLAC after the earning. I think we will have a very nice Q. I am expecting EPS of low 80 cents with 10% tax rate on roughly 280 million in revenue. Upside to this figure is possible: If the management had a slightly higher revenue number with improved operational efficiency, EPS near 90 cents possible. Current consensus is 71 cents.. I also expect stock split announcement. BTB ratio should remain healthy as there is continuous demand for equipment in Taiwan, Korea, and Singapore. The companies in the North America such as Intel and Texas Instruments are finally opening up their purse to increase spending. anyone has a guess on the earning?