LRCX this one looks good | Stock Discussion Forums

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Technology Stocks
LRCX this one looks good

An SI Board Since January 1996

Posts	SubjectMarks	Bans	Symbol
142	0	0	LRCX

Emcee: Jim Tao	Type: Unmoderated

Introduction Market Data Compact

Any one has any opinion on LRCX? They have the best technology on
tech equipment(best in the busness 0.25 micro)and trade at a p/e
around 11. I've talked to their IR and they said that they are
comfortable with the analyst's expectations of earnings before
the "quiet" period.

Any comments?

JT

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
142	Do you know of any firms in Los Angeles that offer SOES trading? What would you	Bob Castellani	-	1/29/1997
141	It's a very interesting analogy. There is only one thing that concerns me:	Jim Tao	-	10/14/1996
140	The semi chip industry is a growing, albeit cut-throat segment of the global ec	the dodger	-	10/13/1996
139	Before this quarter, their book value is around $17 and after this quarter the	Jim Tao	-	8/5/1996
138	Has any one calculated the current book value for LRCX? We're in at $24 an	John Trim	-	8/5/1996
137	Tim, I think the write-up you refer to was the article in the section of &quo	Jim Tao	-	3/14/1996
136	There was a write-up on the chip and chip equipment manufacturers in today'	Timothy Grimes	-	3/13/1996
135	Thanks Jim. It's frustrating that the analysts don't distinguish betwe	Sherman Chen	-	3/13/1996
134	To all Lam investors, I talked to Lam investor relations today and they still	Jim Tao	-	3/12/1996
133	This is a solid company that is drastically under-valued. It may take several	Timothy Grimes	-	3/11/1996
132	Tim: I own a bunch of this stock. I started buying at 39 followed it to 72, bo	ED PLOPA	-	3/9/1996
131	I think earnings will meet estimates, LRCX has got to be near bottom at this po	Timothy Grimes	-	3/9/1996
130	So far it lookd like a mistke on my part, but still investigating jerry	jbershad	-	3/7/1996
129	Do you know when Alex Brown will come out with that earning downgrade ? Thanks.	olduser	-	3/7/1996
128	THANK YOU VERY MUCH.	jbershad	-	3/6/1996
127	Lam's investor relations called me today and said that Alex Brown didn'	Jim Tao	-	3/6/1996
126	I'm glad. stockowner too. Hope it is not true. Source CNBC. WILL CALL ALE	jbershad	-	3/6/1996
125	I can find any news about the reduced earning est. Did you get this from your b	Jim Tao	-	3/6/1996
123	earlier I stated it was but now i am not sure i know amat was	jbershad	-	3/6/1996
122	Does LRCX included in the downgrade?	Jim Tao	-	3/6/1996
121	ALEX BROWN LOWERED ESTIMATES OF EARNING FOR NO. OF SEMI EQUIP MANF.	jbershad	-	3/5/1996
120	The semi equipment industry grew 63% in 1995 and is projected to grow about 35%	HIEP NGUYEN	-	3/5/1996
118	Lam's and most of the Semi. equipment makers have been droping in the last	olduser	-	3/3/1996
117	I am in full agreement with you on the point that analysts can not distinguish	olduser	-	3/3/1996
116	It appears that way. We are at the bottom of the consumer buying cycle for com	J.M. Wong	-	3/2/1996

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