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

To: Proud_Infidel who wrote (5054)7/22/2004 11:25:24 AM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 5867
 
Brian, In the next few days we should see a lot of upgrades with revised estimates going forward. It will be interesting to see in a week or 2 how this all settles out in the new consensus earnings figures.

Don



To: Proud_Infidel who wrote (5054)7/22/2004 11:50:03 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 5867
 
RE: "...the company's decision to exit a silicon wafer polishing business..."

Failure to successfully bring a product to market and to expand the product portfolio beyond etch is good and a reason for a BUY rating. NOT, for long term investors.


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