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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
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4217Lam Research Reiterated Near-Term `Accumulate' at Merrill By Sybil Carlson PProud_Infidel-7/27/2000
4216Nan Ya Tech to Upgrade DRAM Processing Skills in 2001 July 27, 2000 (TAIPEI) --Proud_Infidel-7/27/2000
4215Ian, Thanks for Bagley's response regarding DRAM spending. I had better sProud_Infidel-7/27/2000
4214ABN AMRO Inc. (LRCX) Reit buy Sales are likely to grow 60% in 01, raising Fcluka-7/27/2000
4213Bob, To me the most significant part of the call came in the Q&A re DRAM seIan@SI-7/26/2000
4212<i>Bagley was asked specifically if the backlog would grow next Qtr and heFJB-7/26/2000
4211Brian, Bagley was asked specifically if the backlog would grow next Qtr and he cluka-7/26/2000
4210Yes, I missed the first 15 minutes... the darned program to listen froze my PC aKirk ©-7/26/2000
4209Kirk, Thanks for the additional points; I did miss some of those as my connectiProud_Infidel-7/26/2000
4208Jerome, I rarely listen to the Q&A from the analysts, since they usually onProud_Infidel-7/26/2000
4207GReat Summary! I'll add * 6 straight quarters of 15% growth (or more) *PrKirk ©-7/26/2000
4206Brian, The guidance looks very specific and I would think that this will assure Jerome-7/26/2000
4205Briam, The guidance looks very specific and I would think that this will assure Jerome-7/26/2000
4204Misc CC Notes: * Revs increased most in North America & Asia * Backlog excProud_Infidel-7/26/2000
4203trading down after hours . .FastC6-7/26/2000
4202Lam Research Corporation Announces Record Earnings in Fiscal 2000 Fourth QuarterProud_Infidel-7/26/2000
4201Semiconductor Mfg. Equipment for 300mm to Reach 30-40 Pct. of Sales by 2004, TokProud_Infidel-7/26/2000
4200Donald sent me a PM that he will revise the table in a few days. In the meantimw0z-7/25/2000
4199<<Phil what are some of the other screaming buys besides LRCX?>> On Philip W. Dunton, Jr-7/24/2000
4198You and I know the upturn is far from over, but the masses are not convinced. Proud_Infidel-7/24/2000
4197Donald, how about another sort of PEG ratio (your "Next year PE" dividw0z-7/24/2000
4196Listening to the Texas Instruments conference call, they see pricing for all theFJB-7/24/2000
4195Texas Instruments tops 2Q estimates, sees strong 3Q By Larry Barrett ZDII TexProud_Infidel-7/24/2000
4194OT: Phil what are some of the other screaming buys besides LRCX?William Grady-7/24/2000
4193>> I'd rather be long LRCX at this level than out or short<< PhJerome-7/24/2000
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