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

To: etchmeister who wrote (5813)	10/20/2009 12:31:46 AM
From: FJB	1 Recommendation Respond to of 5867

the stage is set for some mid-cycle order Mid-cycle? We are still near some of the lowest levels ever. This guy is out of his mind.

To: etchmeister who wrote (5813)	10/21/2009 10:20:39 PM
From: etchmeister	Respond to of 5867

City Boy Acuri (?) running around like a chicken with a cut off head... No - City boy is on crack... we move from deflated estimates to inflated estimates - me think NVLS is on track to "nail" $2. Acuri inflates his estimates/expectations in order to slam the stock down the road.... Citigroup listed the following items as key issues for the conference call should be: an update on ability to extend cost controls as revenues ramp and more proof points around what Citigroup now think is approximately $3.00-$3.50 peak EPS; comments on the potential expansion of the market as DRAM fully converts to copper this cycle ; and and update on the PECVD and PVD markets where Novellus has struggled.