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

To: Clarksterh who wrote (1887)4/17/1998 4:26:00 PM
From: Rob-Chemist  Read Replies (1) | Respond to of 5867
 
Clark - Unfortunately, I do not know which pieces of equipment will generally become obsolete the fastest. Probably the fist "thing" to go obsolete when you change line widths will be the design rules that the engineers use, thus requiring the manufacturer to spend lots of money for new software from Cadence, Avant!, Parametric Tech., etc.



To: Clarksterh who wrote (1887)4/19/1998 6:51:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 5867
 
LRCX: COWEN & CO. decreased estimate for quarter ending 06/99
from $0.29 to $0.25 on 04/17/98
LRCX: COWEN & CO. has reiterated estimate for fiscal year
ending 06/99 of $0.53 on 04/17/98
LRCX: COWEN & CO. has reiterated estimate for quarter ending
03/99 of $0.17 on 04/17/98


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