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

To: Duker who wrote (2681)	3/30/1999 2:35:00 PM
From: Proud_Infidel	Respond to of 5867

Excerpt from article: Patel does her homework on holdings -------------------------------------------------------------------------------- Three of Patel's top 10 holdings are semiconductors, including a 5.3 percent stake in Credence Systems (CMOS), a maker of test equipment; Cymer (CYMI), which provides a laser source to put patterns in chips; and Lam Research (LRCX), a designer of processing equipment. She finds the telecommunications sector just as exciting because of deregulation and rapid growth in the industry. The fund owns a 5.3 percent stake in Level 3 Communications (LVLT), which is building a fiber network using Internet technology. cnnfn.com

To: Duker who wrote (2681)	3/30/1999 11:30:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

For your info... Report is dated today.. Use any near term price weakness to accumulate. LRCX has the potential for the highest gain in the share price in the next coming upturn. Lam Research (LRCX-$31 7/16-Cap $1.2B-BUY) Elliott Rogers, Top-Line Growth May Accelerate Post-June Quarter FY99E:$(1.90), FY00E:$0.90 * Improving Order Outlook -- Concerns of a H2:CY99 order slowdown abating, as Taiwan, Japan & selective N American prospects emerge. Q3 (March) bookings at/above $175M. * Pricing Improving -- H2:98's fierce price competition is abating. While this won't materially help margins in H2:F99, F00's outlook is improving. * $3 EPS Run-rate By Sept. 2000 Not A Stretch -- Our $0.43 Q1:F01 (Sept. '00) EPS estimate allows for residual gross margin pressure and stepped-up R&D. The latter may go flat post Q4:99, while pricing may lift margins. With $100M in incremental sales adding $0.60 to EPS, LRCX's operating leverage is the highest in the industry.