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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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5267Advantest, Canon, Lam gain ground in IC-equipment rankings EE Times (03/24/200Proud_Infidel-3/24/2005
5266Gartner sees two-year chip market stall, echoes S&P By Peter Clarke CourteAll Mtn Ski-3/3/2005
5265Bagley does look like he is unloading shares: biz.yahoo.com A-M-SAll Mtn Ski-3/2/2005
5264I like his thinking. He was sure right about GOOGLE and I was wrong to avoid itKirk ©-3/2/2005
5263In the chips Fund manager Husic bullish on semiconductor stocks By John ShinaProud_Infidel-3/2/2005
5262"Actually as far as I understand the number of implants is increasing as weKirk ©-2/25/2005
5261Tucci of EMC feels the same way I do about mergers of equals: Tucci did rule ouProud_Infidel-2/25/2005
5260Revenue Growth can be 2 or 3 times the growth rate of an implanter, for example.etchmeister-2/24/2005
5259Metal etch is declining as logic adopts copper @.13 micron and below; still memoetchmeister-2/24/2005
5258Lam is up another 52 cents in AH trade. Who wants to make a bet?....Lam climbs Proud_Infidel-2/24/2005
5257Yes, one reason I bought LRCX years ago and trade it to gain more shares.... is Kirk ©-2/24/2005
5256<i>but consider one way to increase LRCX's "value" is overcoProud_Infidel-2/24/2005
5255I would still like to see Lam as its own entity Yes and No but consider one way etchmeister-2/24/2005
5254I would still like to see Lam as its own entity.....if the semi industry reachesProud_Infidel-2/24/2005
5253"Volume is huge on LRCX today......a full day's volume in only one hourKirk ©-2/24/2005
5252Volume is huge on LRCX today......a full day's volume in only one hour.Proud_Infidel-2/24/2005
52519:39AM Lam Research shows relative strength as it takes out yesterday's highProud_Infidel-2/24/2005
5250I think LRCX could get a 50% premium from AMAT and still make AMAT's numbersetchmeister-2/23/2005
5249When j6pk doesn't want the great companies, the bigger fish move in. DisclaKirk ©-2/23/2005
5248Ok so why now?BWAC-2/23/2005
52474:17PM Lam Research accelerates expiration of "poison pill" to Feb 28,Proud_Infidel-2/23/2005
5246Hi, Thanks for your analysis. One correction, gross margin was 44%, not 41%. Cary Salsberg-2/18/2005
5245I think there are more "issues" lingering; And what about ion implantaetchmeister-2/18/2005
5244PVD business has a terrific gross margin. interesting; rightful or not but NVLSetchmeister-2/18/2005
5243Hi Cary, RE: "By check indicates AMAT had very poor gross margin with the Jong Hyun Yoo-2/18/2005
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