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

To: StanX Long who wrote (12081)	10/16/2003 10:13:59 AM
From: Kirk ©	Respond to of 95411

Interesting, "Lam Research (LRCX 26.41 -1.23) stock has tumbled nearly 5% in the extended session following the semiconductor company's Q1 (Sept) revenue miss. Specifically, revenues fell 1% to $183.7 mln as compared to the $187.4 mln consensus. " And NVLS "Rick's" report was so positive. Maybe LRCX is loosing market share?? I checked my notes from the last LRCX CC. They shipped $175M and had Revenue of $186M COE Bagley estimated "revenue to be about the same" I'd hardly call $184M a miss vs "about $186M" as that difference is about as wide as a pencil lead. Key would be EPS, backlog and orders. Q2 Bookings were $205M and now they say Q3 bookings are $215M They estimated EPS between 1¢ to 3¢ and delivered 4¢ Also, from what I've read, they are taking share. It looks like two have upgraded LRCX today... finance.yahoo.com Lam Research upgraded by SG Cowen and Adams Harkness

To: StanX Long who wrote (12081)	10/16/2003 12:25:29 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95411

I think it is more of natural, brief, pullback that won't last long. Lot's of good words on LRCX this morning as reported by Briefing.com <<11:16 ET LRCX tgt raised to $35 from $25 at Fulcrum 27.20 -0.40: -- Update -->> <<07:47 ET Lam Research upgraded at SG Cowen (LRCX) 27.64: SG Cowen upgrades to Outperform from Mkt Perform, saying they would buy on any weakness given evidence of share gain in dielectric etch, continued operational improvements, and their bullish overall view on the building cycle.>> Don