Lam Research (LRCX, NASDAQ): To the Insiders

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Technology Stocks
Lam Research (LRCX, NASDAQ): To the Insiders

An SI Board Since March 1996

Posts	SubjectMarks	Bans	Symbol
5867	96	0	LRCX

Emcee: Stock Watcher	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
3667	Ahhhhh, this explains why LRCX is down and AMAT is up. The rational people o	Proud_Infidel	-	11/23/1999
3666	Princeton, New Jersey, Nov. 23 (Bloomberg Data) -- Lam Research Corp. (LRCX US	Henry Eichorszt	-	11/23/1999
3665	There seems to be substaintial by interest in LRCX this morning. At least prio	Mort	-	11/23/1999
3664	Jay, Agree completely with your comments on an individual company basis. Som	Ian@SI	-	11/22/1999
3663	The ratio would be more relevant if we had the underlying numbers. e.g. If Bi	Ian@SI	-	11/22/1999
3662	<i>I don't think that it's desirable for BtB to be greater than a	orkrious	-	11/22/1999
3661	This morning Merrill Lynch came out with estimate of 1.12, so this could potent	Carlson	-	11/22/1999
3660	With bookings rising faster than billings, backlogs continue to grow. Up til n	Ian@SI	-	11/22/1999
3659	<i>I think it's noteworthy that both the shipments and bookings are a	orkrious	-	11/22/1999
3658	I checked a couple of analyst reports and they were looking for no change in th	FJB	-	11/22/1999
3657	Anyone know what was expected?<eom>	Proud_Infidel	-	11/22/1999
3656	NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS OCTOBER 1999 BOOK-TO-BILL	FJB	-	11/22/1999
3655	LRCX is my favorite of the four choices, as well. However, KLAC has done well i	Kevin J. Koons	-	11/21/1999
3654	Very good news.. We are definitely seeing more fab construction news and I am s	Jong Hyun Yoo	-	11/21/1999
3653	NEC, Hitachi to Form Venture, Merge DRAM Business, Nikkei Says Tokyo, Nov. 22 -	Proud_Infidel	-	11/21/1999
3652	Prices of 64M DRAMs surpass spot market prices koreaherald.co.kr	Proud_Infidel	-	11/19/1999
3651	We are finally feeling some downward volatility in Lam......I had almost forgot	Proud_Infidel	-	11/19/1999
3650	Added more shares at 79. Certainly I felt more comfortable paying low teens for	Jong Hyun Yoo	-	11/18/1999
3649	BK, You're slippin' ... --Duker	Duker	-	11/18/1999
3648	Duker, No kidding, I was just coming to post this. Drats foiled again! BK	Proud_Infidel	-	11/18/1999
3647	IDT uses 0.18-micron process to increase fab output Semiconductor Business New	Duker	-	11/18/1999
3646	Alert: Bear Stearns Says Ups Lam Research 12-mos Target to $110/Shr From $90 (N	Proud_Infidel	-	11/18/1999
3645	TSMC to Start Producing Microchips Using 300mm Wafers in Early 2002 November 1	Proud_Infidel	-	11/17/1999
3644	Ed, you might be right that we could see a plateau period in which order number	Jong Hyun Yoo	-	11/17/1999
3643	Deutsche Banc Alex Brown on LRCX -reiterates strong buy, announced qualificatio	Henry Eichorszt	-	11/16/1999

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