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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 (5427)1/18/2006 5:23:32 PM
From: Kirk ©  Read Replies (1) | Respond to of 5867
 
23% etch market growth
4% mkt share gain to 41%
revenue to grow 31% to 1.8B
1 Q at or above 30% operating profit
$500M in cash from operations
includes equity expense expenses

March Q
Orders 25-30%
shipments +30%
rev 410 to 430M
GM to 50.5%
Op exp 110M
24.5% op profit
EPS 57 to 63¢ on 143M shares!

Sheeeeeeeeeeeeeeeet!



To: Proud_Infidel who wrote (5427)1/18/2006 5:48:05 PM
From: Jong Hyun Yoo  Read Replies (1) | Respond to of 5867
 
superb earning.
Earning leverage of this company continues to surprise me.
I am sorry that i have sold half of my position sometime back.
But hey you cannot have everything.

I continue to hear mixed stories on semi-equipment group from my sources. But if the economy can gain more traction this year with lower energy prices and stable Fed rate, we could be off to the races. Good luck,

JHY


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