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

To: Kirk © who wrote (4975)4/14/2004 4:30:48 PM
From: Jong Hyun Yoo  Read Replies (3) | Respond to of 5867
 
Another outstanding Q !
I believe LRCX is going to continue to outperform its peers in delivering revenue growth and improving bottom line. Looksing forward to hearing the bullish guidance..



To: Kirk © who wrote (4975)4/14/2004 4:33:01 PM
From: All Mtn Ski  Respond to of 5867
 
Hi Kirk,

Lam's report looks very solid, beat on revs, EPS and bookings from what I can tell. I think Bagley is the right man for this ship and we should look forward to higher prices for LRCX going forward.

Looks like SNDK may be hampering things here a bit, they also beat, but not by "enough".

A-M-S


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