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Technology Stocks
Lam Research (LRCX, NASDAQ): To the Insiders
An SI Board Since March 1996
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5867 96 0 LRCX
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5117Wouldn't that be at the expense of another etching company that would be Tetchmeister-10/15/2004
5116RE: "I have read there is a projected downturn in chip revenue in 2006...&qCary Salsberg-10/15/2004
5115True, I was just using the terms the press uses. The "downturn" is a Kirk ©-10/15/2004
5114RE: "This is more of a demand downturn..." It is not an "over caCary Salsberg-10/15/2004
5113The share gain might be a $30M order for a 5% market share gain in Japan for LRCKirk ©-10/15/2004
5112There was also talk that NVLS was losing share to AMAT, hence the bigger shortfaProud_Infidel-10/15/2004
5111RE: "...higher than expected shortfall..." 1. Street "expectatioCary Salsberg-10/15/2004
5110I think most people are overlooking a rather relatively bullish item that came oProud_Infidel-10/15/2004
5109Though Intel keeps overall capex constant I 'm wondering if changes in Inteletchmeister-10/15/2004
5108<B> honestly don't know how these people can recommend GOOG at currentKirk ©-10/14/2004
5107It would be funny if it weren't so sad. And let's not forget that theseProud_Infidel-10/14/2004
5106Michael, This is really, really, really, a negative market environment. CSFB iDonald Wennerstrom-10/14/2004
5105OK. Let me see if I get this right? <b>During the 2000 peak, LRCX FY epThe Ox-10/14/2004
5104Persistent Industry Downturn Weighs On Lam 10.14.04, 3:08 PM ET Goldman SachsProud_Infidel-10/14/2004
5103Cary, You bring up a good point, one which I will have to consider more, as admProud_Infidel-10/14/2004
5102I have been a little puzzled by the concentration on sales and orders and the laCary Salsberg-10/14/2004
5101Tale of two directions for fab-tool makers Lam, Novellus By Mark LaPedus SilicProud_Infidel-10/14/2004
5100Thx for the post....didn't get a chance to listen to the CC yet.Proud_Infidel-10/14/2004
5099I still need to listen: For the fourth quarter, Novellus predicted earnings betetchmeister-10/13/2004
5098<B>Did you hear the guidance they both offered? </b> $375M to 395M.Kirk ©-10/13/2004
5097Did you hear the guidance they both offered? I have not as of yet. And I have Proud_Infidel-10/13/2004
5096What's really amazing to me is the difference in regards to outlook comparedetchmeister-10/13/2004
5095Lam Research Corporation Announces $250 Million Share Repurchase Program WednesdProud_Infidel-10/13/2004
5094Lam Research Corporation Announces Earnings for the Quarter Ended September 26, Proud_Infidel-10/13/2004
5093It is interesting to hear you say that: <i><<I hear disappointment Donald Wennerstrom-10/12/2004
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