Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Doug Skrypek who wrote (1843)	2/21/1998 1:20:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 5867

New estimates. LRCX: NEEDHAM & CO. decreased estimate for fiscal year ending 06/98 from $0.29 to $0.00 on 02/19/98 LRCX: NEEDHAM & CO. decreased estimate for quarter ending 03/98 from $0.04 to $-0.13 on 02/19/98 LRCX: NEEDHAM & CO. decreased estimate for quarter ending 06/98 from $0.06 to $-0.04 on 02/19/98

To: Doug Skrypek who wrote (1843)	2/21/1998 2:54:00 PM
From: CalculatedRisk	Respond to of 5867

Doug, IMO, the Ontrak acquisition saved LRCX's butt! Not so much for the Company ... but getting Mr. Bagley. The new management is (IMO) much better prepared to take advantage of the coming boom in capital spending for semiconductor manufacturing. Obviously, AMAT will be the primary beneficiary of the transition to 300mm ... but LRCX should do very well too ... and, if Bagley succeeds in improving margins, LRCX stock should outperform AMAT over the next few years (on a percentage basis). Regards, Bill