LRCX this one looks good | Stock Discussion Forums

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Technology Stocks
LRCX this one looks good

An SI Board Since January 1996

Posts	SubjectMarks	Bans	Symbol
142	0	0	LRCX

Emcee: Jim Tao	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
117	I am in full agreement with you on the point that analysts can not distinguish	olduser	-	3/3/1996
116	It appears that way. We are at the bottom of the consumer buying cycle for com	J.M. Wong	-	3/2/1996
115	The market is already looking passed the next couple qtrs for these equipment h	Phuong Vu	-	3/1/1996
114	Carl, Thanks for the information. I can't imagine that the semiconductor c	Jim Tao	-	2/29/1996
113	Jim, picked up this under Larry Dudash BABBLE (2/29). Quote A Hyundai spokesma	Carl Smith	-	2/29/1996
112	Another bad day for Lam. What do you think Mr. Sam? Do you think that things wi	Jim Tao	-	2/29/1996
111	Mr. Sam's data seem quite strong to me. Given that the semiconductor equip	J.M. Wong	-	2/29/1996
110	The only problem with your analysis is that from 1993 - 1195 the semi group was	Phuong Vu	-	2/29/1996
109	To all, let me elaborate on my previous posting that asserted LRCX is underval	Mr. Sam	-	2/28/1996
108	Sam ... once again thanks for your informative positing ....... I will probably	William Markunas	-	2/27/1996
107	You own three solid stocks. As a group, they should track the semiconductor eq	Mr. Sam	-	2/27/1996
106	The weakness in the equipment and semiconductor stocks today is due to an earni	Mr. Sam	-	2/27/1996
105	Sam, Great information for LRCX and AMAT. I am so glade that we have you joine	Jim Tao	-	2/27/1996
104	Thanks for the great info .... great posting ..... your depth and breath of kno	William Markunas	-	2/26/1996
103	Jim, the R&D spending for Lam in the last 6 months has averaged 13.8% of sa	Mr. Sam	-	2/26/1996
102	Sam, I like your comments. I agree that owning AMAT, NVLS and LRCX is not muc	Jim Tao	-	2/26/1996
101	Jim, a few thoughts in response to the last several postings (These are not all	Mr. Sam	-	2/26/1996
100	I did. I have followed NVLS since last year. It is indeed a great company with	Jim Tao	-	2/25/1996
99	take a good look at NVLS ... small float .... 16 million ... buying back share	William Markunas	-	2/25/1996
98	Carl, Yes, you need a G-suite to ride on this one. when your stocks drop, no m	Jim Tao	-	2/24/1996
97	Brett, you're right about DRAM being a fraction of semi products as a whol	olduser	-	2/23/1996
96	Carl, This is not directed directly at you but do people realize that DRAM sa	Brett Grabowski	-	2/23/1996
95	Jim, you got me into Lam a while back. I'm still in and getting kind of sea	Carl Smith	-	2/22/1996
94	Amir, the cost increase of the Honda has more to do with safety regulations tha	Carl Smith	-	2/22/1996
93	My mistake .... didn't realize you were quoting the Industry BtoB ... the i	William Markunas	-	2/22/1996

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