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

To: BWAC who wrote (4357)	10/9/2000 3:31:51 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Let's hope Lam gives us an early Christmas present and not a Halloween scare:-) Semiconductor Equipment LAM & KLA will set tone for Q3 reporting period. Five chip equipment companies on tap to report this week including Buy-rated Lam Research and KLA-Tencor (not rated). Both leveraged to technology upgrade cycle, so we expect discussion during conference calls on the status of concurrent transitions to larger wafer sizes and new materials (copper, low-k). Also expect both firms to provide some clarity on concerns that have recently surfaced regarding possible order push-outs in the front-end. We expect LRCX to meet our EPS est of $0.43. We believe that order growth will likely hit the upper range of our 5-10% industry forecast for Q3. LRCX $21 cnetinvestor.com