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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 (4669)7/24/2001 4:49:34 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 5867
 
**Misc CC Notes**

New systems orders up sequentially

Spares and services down sharply Q over Q

cancellations lower than previous Q(confined to a small number of customers)

**Guidance for Q1FY02**

Bookings down from current Q

Revs of 320-340M

EPS of .15 to .18(assuming 137M shares)



To: Proud_Infidel who wrote (4669)7/24/2001 4:56:14 PM
From: Jerome  Read Replies (1) | Respond to of 5867
 
Interesting the analysts estimates were at least 100% off. First call had them at $ .14. So either the .28 or the .44 actual earnings (take your choice) are a miss by a mile.

LRCX is worth holding till others recognize that some semi-equipment companies will do well no matter what part of the cycle we are in. ( NVLS...LRCX)

Regards, Jerome


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