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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (9463)4/16/2003 4:44:58 PM
From: Return to Sender  Respond to of 95536
 
Cary, if you have time to add any particulars from the call to the thread I know that I for one would appreciate your efforts.

I will of course post the Briefing.com and 2020Insight.com notes as they become available. Maybe I can listen to the call on Friday.

Thanks again, RtS



To: Cary Salsberg who wrote (9463)4/16/2003 6:53:34 PM
From: Kirk ©  Read Replies (1) | Respond to of 95536
 
I caught the 2nd half of the LRCX conf. call. Those folks can EXECUTE.

CEO Bagley more or less said the SARs excuse was just that, an excuse. They grew orders by 18% mostly by taking market share and a bit of market improvement. Last quarter my notes said order growth target of "only" 10% so they nearly doubled their target growth rate.


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