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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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5192>>How long do you think it will take to add voice recognition to an iPod sBMcV-1/21/2005
5191Investments in depreciating Mutual Funds perhaps.....<g> I just don'tAll Mtn Ski-1/21/2005
5190It is still savings which can be used for investment. Wasn't that the wholeProud_Infidel-1/21/2005
5189Savings yes, but not touchable until a triggering event such as age 59-1/2 or teAll Mtn Ski-1/21/2005
5188Re: <i>In the 3rd QTR or 2004, the net national saving rate, the combined Proud_Infidel-1/21/2005
5187True, I could couch that with "usually" Bond market participants are sAll Mtn Ski-1/21/2005
5186"If the economy is going to be so strong, why are the 10 and 30 year Bonds Kirk ©-1/21/2005
5185I would agree that LRCX is better managed now than anytime in its past. The queAll Mtn Ski-1/21/2005
5184DRAM diversification Samsung completes working prototype of 512Mbit mobile DRAMetchmeister-1/21/2005
5183South Korea preps deployment of WiMax variant Mike Clendenin EE Times 01/21/200etchmeister-1/21/2005
5182Forecasts are exactly that, educated guesses as to the future direction of a treAll Mtn Ski-1/21/2005
5181<i>I just don't see the economic engines of consumption that supports Proud_Infidel-1/21/2005
5180RE: "How long do you think it will take to add voice recognition to an iPodCary Salsberg-1/21/2005
5179LRCX basically went from $10 in early 2003 to $35 and then backed off to $20 andetchmeister-1/21/2005
5178"I "don't see" what world you are living in. Moore's law Kirk ©-1/21/2005
5177RE: "Well I've been following the Semi CAPEX companies since 1993, and Cary Salsberg-1/21/2005
5176"That is what I like to hear. It means more people to fight over my shares All Mtn Ski-1/21/2005
5175Thanks for your comments "Again, this is just my opinion, but for now IKirk ©-1/21/2005
5174Well I've been following the Semi CAPEX companies since 1993, and every upswAll Mtn Ski-1/21/2005
5173I guess I was mistaken - the "real downturn" will now kick in second hetchmeister-1/21/2005
5172one plays these CAPEX companies and why they "blowout" estimates when etchmeister-1/21/2005
5171I fully agree that earnings leverage is significant, that's why one plays thAll Mtn Ski-1/21/2005
5170Thanks. Have not had time to study it all. so we might get a low of 40 cents aKirk ©-1/21/2005
5169He said earnings per share for the fiscal third quarter would range between 40 cProud_Infidel-1/21/2005
5168Did you listen to the conf call? I tuned in late so missed any discussion of eaKirk ©-1/21/2005
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