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

To: Jerome who wrote (4069)	4/18/2000 4:37:00 PM
From: Jong Hyun Yoo	Read Replies (2) \| Respond to of 5867

Jerome, comparison should be made with the number based on the operating result, which was 0.37 cents.. The point is that because LRCX had to upgrade its manufacturing data base software. Therefore, the shipment for last two weeks of the current Q could not occur, limiting upside in the revenue number. Nevertheless, they beat the expected number and LRCX did this on purely on improvement with the operating efficiency and gross margin. Booking number seems excellent (record !!) and whatever LRCX did not ship will be all shipped next Q. There will be good surge in EPS as a result.. Let's listen to the conference call and what the guidance will be..