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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 (4712)	10/9/2001 5:58:23 PM
From: Proud_Infidel	Respond to of 5867

4:57PM Lam Research (LRCX) 16.79 -1.91: -- Update -- On call, says that cancellations have declined significantly from March and June quarters, but CEO indicates that he wouldn't begin to prophesy whether the Sept. qtr. marked a bottom for LRCX because he just doesn't know at this point... separately, 23% of bookings for calendar 2001 are expected to be 300mm... LRCX +1.01 4:49PM Lam Research (LRCX) 16.79 -1.91: -- Update -- On call, says it expects revenues of approximately $260 mln in Dec. qtr. (Multex consensus is $269.46 mln) with break-even results (Multex consensus is profit of $0.06)... anticipates bookings to be up modestly from Sept. qtr.... Q&A just began... LRCX +0.60 4:46PM Lam Research (LRCX) 16.79 -1.91: -- Update -- On conference call, company notes that revenues were down from the June qtr. in all regions except Europe... said that tax rate decline for Sept. qtr. yielded an additional $0.04 per share... LRCX +0.86 after hours