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

To: Cary Salsberg who wrote (5330)	6/10/2005 2:47:56 PM
From: etchmeister	Read Replies (1) \| Respond to of 5867

One would think that the Q3 04 orders could very likely be based on 2004 capex budgets. Looking at the time line backwards billing = acceptance by customer, shipping & installation, manufacturing leadtime should add up to 3 to 6 months. To me placing the order is "spending" the budget; sometimes remaining budgets are being "spent" in the last minute by placing the order at the end of the year. Besides as far as I understand the SCE's said that business at foundry level is fairly weak and to me business means getting the hard copies of PO's.