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


To: FJB who wrote (3887)1/20/2000 9:37:00 PM
From: orkrious  Respond to of 5867
 
BOOK-TO-BILL RATIO OF 1.18

Wow!!!



To: FJB who wrote (3887)1/20/2000 9:44:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 5867
 
I know that by asking what analyst estimates were I am in some way legitimizing the guessing game they play, but does anyone know what was expected for the BTB?

BK



To: FJB who wrote (3887)1/20/2000 10:10:00 PM
From: Proud_Infidel  Respond to of 5867
 
Food for thought:

Using this Q's run rate of 288M in revs, we are looking at a company valued at a PSR of 4.89. Not expensive by nearly any measure for a growth stock in the middle of an upturn like the one we are about to witness.

BK