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

To: John Cuthbertson who wrote (4908)	10/17/2003 1:31:09 PM
From: Kirk ©	Respond to of 5867

Thanks I believe they said "Cash increased $600K to $160M" then a question later asked how much cash was generated from options exercise and how many shares of dilution to expect in the future. It seems pretty well hidden in the balance sheet and earnings release biz.yahoo.com They did great but it sure is an eye opener how much options help things look better than they are. Without that $5.5M in cash from from options exercising, they would have burned $2.3m of $157.5M cash rather than generate $2.2M. Not a huge deal, but good to understand. Thanks again. Kirk