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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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5067Brian, As the day moves forward, things change - that is one thing about the maDonald Wennerstrom-7/22/2004
5066"Failure to successfully bring a product to market and to expand the producKirk ©-7/22/2004
506512:00 and 9M shares already traded.....has to be near a record for Lam.Proud_Infidel-7/22/2004
5064Don, I am not so sure anyone is going to stick their neck out and upgrade....IProud_Infidel-7/22/2004
5063RE: "...the company's decision to exit a silicon wafer polishing busineCary Salsberg-7/22/2004
5062Brian, In the next few days we should see a lot of upgrades with revised estimaDonald Wennerstrom-7/22/2004
5061You have to pay $30 to find out, as I just got the abstract off of Yahoo:-)Proud_Infidel-7/22/2004
5060RE: "As demand for advanced etch equipment leads other process tools in a cCary Salsberg-7/22/2004
5059"Confounding skeptics that equipment suppliers cannot grow from cycle to cyProud_Infidel-7/22/2004
5058I agree. As I wrote: <I>The trading programs seem to have the market by tKirk ©-7/22/2004
5057<i>The volatility is simply amazing... </i> But it has been One-WProud_Infidel-7/22/2004
5056"By basing it on gross, what is the incentive to streamline the company andKirk ©-7/22/2004
5055By basing it on gross, what is the incentive to streamline the company and get nProud_Infidel-7/22/2004
5054Our "friend" Fitz raised his target for Lam, so earnings MUST have beeProud_Infidel-7/22/2004
5053<6x estimated 2005 gross profits of $6.44 a share.> What? Now the game isBWAC-7/22/2004
5052WR Hambrecht + Co 22-Jul-04 We are reiterating our Buy rating on Lam ResearchProud_Infidel-7/22/2004
5051Finally some recognition of a superb execution and incredible profitability.....Proud_Infidel-7/22/2004
5050<who would pay for the subscription> ClownsBWAC-7/22/2004
5049They do it for ebay, yahoo etc....I have seen it in the past- I am not making thProud_Infidel-7/22/2004
5048they dont report anything other than initial press release on the public site. Nancy-7/22/2004
5047Well, then I assume it was on the subscription site only, as you can usually finProud_Infidel-7/22/2004
5046This is not true - following is on briefing. 17:26 LRCX LRCX guides higher on Nancy-7/22/2004
5045I did a quick comparison of the income statements for LRCX and NVLS. The biggesCary Salsberg-7/22/2004
5044Thanks for the notes. So we have a $20 stock that grew EPS by over 100%... witKirk ©-7/21/2004
5043I don't think it would make any difference.....they are there to point out tProud_Infidel-7/21/2004
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