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

To: Kirk © who wrote (4877)	10/8/2003 12:25:24 PM
From: Cary Salsberg	Respond to of 5867

RE: "I appreciate any comments." In a 7/23/03 opinion by Brett Hodess of Merrill Lynch, the forecast of quarterly income statements goes out to June 05. Revenues for this quarter are predicted to be $330M and net income (after taxes) $40.6M. I don't have confidence in analysts forecasts, today, but I follow the data points.

To: Kirk © who wrote (4877)	10/13/2003 10:27:50 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 5867

9:21AM Lam Research started with a Buy at Adams Harkness; target $36 (LRCX) 26.24: Adams Harkness initiates coverage of LRCX with a Buy rating and $36 target; firm believes that LRCX has gained significant share in the fast-growing dielectric etch mkt during this downturn, and early customer wins at this stage should lead to strong rev growth when volume orders start to flow; also, LRCX should enjoy tremendous leverage in the next upturn due to outsourcing.