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

To: Kirk © who wrote (10706)	7/24/2003 3:58:13 PM
From: Proud_Infidel	Respond to of 95487

Kirk, Thank you for the post, as I have not yet had the chance to listen to the CC. Regards, Brian

To: Kirk © who wrote (10706)	7/27/2003 1:31:41 PM
From: Jong Hyun Yoo	Respond to of 95487

RE: LRCX Prices could be a bit ahead of the game but $21.80 is not unreasonable I agree.. LRCX is one of my favorite stock in this sector. It really has a beautiful business model and has huge earning leverage. LRCX always had good revenue number at previous peak of previous cycle.. I think revenue figure of 1.5 billion is not something unrealistic for next upturn for LRCX. This could result in EPS of near $3 if they execute on further streamlining the company. As far as I am concerned, LRCX could achieve higher share price than the peak share price seen during the last upturn..