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

To: Kirk © who wrote (4901)	10/16/2003 10:36:35 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 5867

RE: "Did you listen to the CC?" I listened to the conference call. The highlight was when Bagley said that a customer told him that they use his dielectric etch product because it is the only one that can do all the tasks that are needed. The lowlight was when an analyst asked why is it that you are forecasting flat sales, flat gross margins, lower operating costs, and lower profits. The implication being that that first 3 should produce higer profits. I was not impressed when Bagley and Mercedes could not grasp or answer the question. Of course, I have only listened to NVLS, LLTC, and LRCX conference calls, so far. If LRCX does anywhere near as well as NVLS this upcycle, I admit, I will be extremely surprised and disappointed.