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

To: Kirk © who wrote (4793)	4/17/2002 8:55:40 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Welcome back! Thanks. I will have pics on the web sometime, but don't feel like scanning them and uploading them just yet. Have a good hike? Fantastic, though I am still getting over the jet lag; the past two nights I have crashed around 8:00. I just learned(much to my pleasure) of the AMAT split last night at about midnight. The time between the announcement and the actual split was very short, with the announcement being made just after I left. Caught me very much by surprise since I believe this is the first time mgt has split the stock below 3 digits. They must see something coming around the bend which makes them very Bullish. Brian

To: Kirk © who wrote (4793)	4/30/2002 3:31:11 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 5867

Early in the Q to be reiterating anything......good sign for the industry..... Lam Research CFO backs targets By Chris Kraeuter, CBS.MarketWatch.com Last Update: 3:26 PM ET April 30, 2002 SAN FRANCISCO (CBS.MW) -- Lam Research's chief financial officer reiterated on Tuesday the company's expectations of continuing momentum supporting new orders for semiconductor-manufacturing equipment. Mercedes Johnson said purchases of leading-edge gear such as for the 130 nanometer and 300 mm classes of chip-making remain strong. This new technology allows chipmakers to manufacture better-conducting semiconductors for less money. Johnson spoke at Merrill Lynch's Hardware Heaven Technology Conference in San Francisco. Recently, shares of Lam Research (LRCX: news, chart, profile) were 3.3 percent higher at $25.86. Johnson said acceptance times for equipment have been declining due to a program implemented after the adoption of an accounting rule that alters how revenue is treated on a company's balance sheet. In certain situations, the changes create lags between when a company ships a product and when such a shipment is actually booked as revenue.