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

To: Jong Hyun Yoo who wrote (4070)4/18/2000 5:37:00 PM
From: Kirk ©  Read Replies (2) | Respond to of 5867
 
Next Q guidance was $0.43 per share according to my notes.

My First Call summary said avg. expectation was $0.36 and they did $0.37.

I liked how their target was 12% revenue increase with new software (ERP??) and they hit 13%. Aggressive targets and they still beat them.

I just love listening to Bagley and Johnsen on these calls... They just seem to really understand their business and how to succeed in it. What a team!

VERY interesting comments at the very end about Capital limiting fabs in Taiwan and that even if they had the capital, they couldn't build the fabs quick enough to suck up all the demand. (my interpretation of what was said). This could be good news for having the cycle last for several years.... unless something kills demand like a recession.

K



To: Jong Hyun Yoo who wrote (4070)4/18/2000 8:30:00 PM
From: orkrious  Read Replies (2) | Respond to of 5867
 
Therefore, the shipment
for last two weeks of the current Q could not occur, limiting upside in the revenue number

Jong, I didn't see this in the press release. Where was it, the CC?


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