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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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5092<i>This appears to be a tacit admission by CSFB that most companies in theProud_Infidel-10/12/2004
5091Here we go again - talking about the "cycle". <i><<The fiDonald Wennerstrom-10/12/2004
5090Two Picks In Semiconductor Equipment 10.12.04, 12:53 PM ET Credit Suisse FirsProud_Infidel-10/12/2004
5089<<3:34 (Dow Jones) Smith Barney says it thinks chip equipment makers are &heavenly-9/27/2004
5088Lam Research Corporation Announces Date for Releasing September Quarter FinanciaProud_Infidel-9/23/2004
5087SB Industry Note on Semi-Equipment Stocks We have spent four of the last six weheavenly-9/21/2004
5086Message 20503480Proud_Infidel-9/9/2004
5085This is an addition to this site documenting Zack's present position on LRCXDonald Wennerstrom-8/9/2004
5084Tech Gems Dirt Cheap There were a few companies whose results investors both aProud_Infidel-7/26/2004
5083Counterpoint: IC forecasts in the 'dead zone' By Mark LaPedus Silicon SProud_Infidel-7/23/2004
5082Broadcom Breaks Sales Record Online staff -- Electronic News, 7/22/2004 BroadcProud_Infidel-7/23/2004
5081Summary of Comments. Below I've taken what I think are the key comments aboKirk ©-7/23/2004
5080Malaysian foundry triples sales in Q2, sees slower Q3 By Peter Clarke Silicon SProud_Infidel-7/23/2004
5079UPDATE - STMicro plays down chip sector slowdown concerns Thursday July 22, 6:13Proud_Infidel-7/23/2004
5078Where in the Semi Cycle Are We? businessweek.comProud_Infidel-7/23/2004
5077Seeking Bargains in the Chip-Equipment Carnage By K.C. Swanson TheStreet.com SProud_Infidel-7/23/2004
5076Compare the two in bold good catch 12 million three months earlier, research fetchmeister-7/23/2004
5075while LRCX continues to be mediocre. I believe L.A.M. (Left Applied Materials) metchmeister-7/23/2004
5074Nice catch... absurd thinking... "Failure to cut back production despite sKirk ©-7/22/2004
5073<i>The figures, which measure chip supplies beyond what is needed to avoidProud_Infidel-7/22/2004
5072RE: "...surplus inventories..." I have read many balance sheets and sCary Salsberg-7/22/2004
5071Compare the two in <b>bold</b> UPDATE - Overproduction puts chip maProud_Infidel-7/22/2004
5070You are wrong about NVLS and LRCX. They have a great product fit, but a terribCary Salsberg-7/22/2004
5069I think they should just combine efforts and become one. Then again I also thinkBWAC-7/22/2004
5068RE: "SFAM had the best CMP tool." No, AMAT had the best tool. CanCary Salsberg-7/22/2004
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