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

To: LumpofCoal who wrote (1889)	4/17/1998 10:30:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 5867

That's a chicken and egg question. ;-) Perhaps, Lam's past performance is the cause of the B2B being 0.80 (with a little help from AMAT and the rest of the industry). Seriously, the B2B is a backwards look at what has already happened and was reported by Lam and others in their quarterly reports. If bookings remain depressed long enough, then billings will fall sufficiently to cause the ratio of Book to Bill to go higher. Will you be happier if that is the cause of a higher ratio? <VBG> If you read Clark Hare's conference call notes, you will get the best forward looking view that we currently have. Ian.