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Technology Stocks
Lam Research (LRCX, NASDAQ): To the Insiders
An SI Board Since March 1996
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5042Maybe you should email that point to briefingBWAC-7/21/2004
5041BTW, the eps guidance is almost double the average and not a word of it on briefProud_Infidel-7/21/2004
5040Yeah I was later tonight at a quieter time for me. I'm sure it wasn't loBWAC-7/21/2004
5039Yup, I did a double take myself.....the CC is on Lam's website. It's noProud_Infidel-7/21/2004
5038<EPS= .55-.60 per share > Really?BWAC-7/21/2004
5037CC Highlights: 60% of units- 300mm 2/3 of orders- less than 130nm Breakdown oProud_Infidel-7/21/2004
5036Brian, The "bears" are in command. They have to control reports like Donald Wennerstrom-7/21/2004
5035I already have a worry for the analysts....Lam is now a one-trick pony. Risk haProud_Infidel-7/21/2004
5034BTB for the Q was 1.23Proud_Infidel-7/21/2004
5033Now its only up 45 cents AH.....is it me or would the headlines have read "Proud_Infidel-7/21/2004
5032<something negative about the report. Give them a night to get together and tBWAC-7/21/2004
5031<i>Maybe if they only sold things on Ebay or made an extra special YHOO liProud_Infidel-7/21/2004
5030<As you say, its hard to tell how it could be any better.> Some consolidaBWAC-7/21/2004
5029True, but it is up about 0.70 compared to today's close, and climbing. AlsoDonald Wennerstrom-7/21/2004
5028<I think it will matter - that is a 46 percent gain above consensus estimatesBWAC-7/21/2004
5027I think it will matter - that is a 46 percent gain above consensus estimates forDonald Wennerstrom-7/21/2004
5026Did the powers that be halt trading afterhours while they colluded to figure a wBWAC-7/21/2004
5025No.Proud_Infidel-7/21/2004
5024<Lam came in at .38 > So will it matter? Seriously?BWAC-7/21/2004
5023Per Yahoo, the HIGH estimate for this Q was .29 with an average estimate of .26.Proud_Infidel-7/21/2004
5022Lam Research Corporation Ceases Future Investment in CMP Wednesday July 21, 4:07Proud_Infidel-7/21/2004
5021Lam Research Corporation Announces Earnings for the Quarter Ended June 27, 2004 Proud_Infidel-7/21/2004
5020Will be searching this off and on to try to get a read on the health of the sectProud_Infidel-7/16/2004
5019Semis getting slammed again today, its a rare day when the SOXX is down 4% and tAll Mtn Ski-7/14/2004
5018DJ UPDATE: Merrill Lynch Downgrades Global Chip Industry U.S. investment bankiAll Mtn Ski-7/12/2004
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