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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 (4209)	7/26/2000 9:11:13 PM
From: Kirk ©	Respond to of 5867

Yes, I missed the first 15 minutes... the darned program to listen froze my PC and I had to reload... I came in when they were asking questions at 1:44PM PST. I usually like the Q&A more as you usually get a bit more info, but it all takes time. I have a hard time believing how cheap this stock is. I just apply 15% growth to the $0.43 and get a p/e for 2001 of something like 14! Forget about improving margins with larger revenue. The PEG is nearly a joke if not for the fact I have a few shares... 8)

To: Proud_Infidel who wrote (4209)	7/26/2000 9:13:58 PM
From: cluka	Read Replies (1) \| Respond to of 5867

Brian, Bagley was asked specifically if the backlog would grow next Qtr and he said "substantially". As for BtoB this Qtr., it was characterized as in line with industries latest # (1.32)