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

To: Jerome who wrote (3886)	1/20/2000 9:58:00 PM
From: Proud_Infidel	Respond to of 5867

Jerome, On a overall basis was the quarterly report equal to or better than NVLS KLAC and AMAT's last report? My answer to this is that I cannot answer this. They were all spectacular, and I believe records in terms of net margins. I do not follow NVLS so really cannot comment on them. AMAT of course is in their own league since they are now in the 20% Club with INTC, CSCO, EMC, and MSFT. The downside to having spectacular margins of cousre, is that there is not much room for improvement. Let's hope Bagley & Co can get us into the 20% Club:-) BK