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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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4317Simply awesome news! TSMC says it's sold out of foundry capacity for 2001 aProud_Infidel-8/29/2000
4316Wafer capacity appears to be slowing as fab shells fill up New report shows plaProud_Infidel-8/25/2000
4315Good article in the EE Times today. The following are some excerpts. "&quDonald Wennerstrom-8/24/2000
4314From CBS Market Watch this evening. cbs.marketwatch.com Donaldson Lufkin &Donald Wennerstrom-8/24/2000
4313Some good news on the capex front: It's official--Motorola announces $1.5 bProud_Infidel-8/21/2000
4312Yes, we had tremendous gains in the semi-equips this week - a rest is certainly Donald Wennerstrom-8/19/2000
4311Donald, This certainly has been a good week for the semis, and a very good one fDale Stempson-8/19/2000
4310As everyone knows by now, it has been a good week for semis. I thought the follDonald Wennerstrom-8/18/2000
4309Well, we've had a good short-term run and have come back to fill the gap. ThDale Stempson-8/17/2000
4308Jim Bagley has resigned from the KLAC Board of Directors "in order to spendDonald Wennerstrom-8/16/2000
4307Semiconductor capital expenditures shift a bit in current boom cycle By Jack RobProud_Infidel-8/15/2000
4306Looking good today - solidly in the $25+ range. I suspect it wouldn't take mDale Stempson-8/15/2000
4305Cypress' Fab 4 in Minnesota to double capacity by late 2001 Semiconductor BuProud_Infidel-8/14/2000
4304Nice tables, thanks! <i>I believe the 5 year growth rates given to the seKirk ©-8/13/2000
4303The estimates the analysts put out periodically are just that - estimates. TheyDonald Wennerstrom-8/13/2000
4302If memory serves me correctly, from 1991 to 1994, LRCX grew at a CAGR of 77%. 2Ian@SI-8/12/2000
43012.01 to 2.42, 20%. Analyst guesswork. NOBODY believes LRCX will grow 20.3% comCary Salsberg-8/12/2000
4300As the semi-equip stock values go down, the earnings estimates for the group of Donald Wennerstrom-8/12/2000
4299Some encouraging comments from AMAT: semibiznews.com Bronson, Applied chairmanAll Mtn Ski-8/11/2000
4298On 7/27, First Call listed consensus mean earnings for LRCX of 1.88 and 2.13 forDonald Wennerstrom-8/11/2000
4297Here's a summary of the AMAT analysts: 8/10/00 Banc of America Sec. AppliedDale Stempson-8/10/2000
4296Donald, There may be logic chips, but certainly no logic in the stock market! All Mtn Ski-8/10/2000
4295Brokers are positive. Here's a selection of four CNET analyst articles issueDale Stempson-8/10/2000
4294Well, it looks like it is going to be a long August based on the stellar resultsDonald Wennerstrom-8/10/2000
4293I must be out to lunch with this stock. Geez, in 4 months we move lower by over Dale Stempson-8/10/2000
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