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 Technology Stocks: Lam Research (LRCX, NASDAQ): To the Insiders  
Posts: 5854 | Member SubjectMarks: 103 | No Bans

Share This Board Moderated By: Stock Watcher -- (Not Moderated) -- Started: 3/14/1996 12:15:00 PM  Revision History

I have never seen such strong fundamentals and performance (i.e. strong rev. and earnings growth) as I have seen with Lam Research. I understand that semis are not doing so hot right now, but I still don't understand Lam Research's piss poor performance (its stock price) for the past 18 months. They sold more stock about 18 months ago at $38 a share and even when semis were doing good and their rev. and earnings up over 50% the stock still only went to $70 (a PE of only 20). I have seen other stocks go skyrocking when their earnings were doing as well as Lam's. Now, when semis aren't doing so well Lam's stock price falls by 60%. What's really going on with this company?
Management doesn't seem to care at all (they only own about 2% of outstanding) and doesn't seem to have a clue as to what to do about it (I have called investor relations several times, Ringler is never avalable, nor does he return his phone calls even though people here claim he has given them information about Lam's next quarterly earnings, hey, Ringler why don't you tell us all about your next quarterly earnings? or do you only have a few privileged investors that get your time). Or is it that they know their company is screwed up, but they just aren't telling their investors or the SEC (10k and 10Qs). It makes sense to me that if the company cared and knew they were a good company they would want to do something about their stock price.
May be we will get lucky and someone will buy them out. Assumming this is a good company, someone could buy it at rock bottom. If that happens I say good riddance to those extremly high paid cry babies in the ivory towers at Lam.
Finally, to those uninformed people at Lam's investor relations group: your investors care about one thing and that's stock price appreciation leave the PR crap for your marketing department.
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5854Lam's 3Q Earnings Beat, Revs Up Y/Y By Zacks Equity Research | Zacks – 3 hKirk ©204/25/2013 04:00 PM
5853New method monitors semiconductor etching as it happens—with light September 2FUBHO109/29/2012 06:28 AM
5852Alternativen zu Brünings Politik aus: Bundeszentrale für polietchmeister-08/01/2011 01:23 AM
5851Lam Research Corporation Announces Financial Results for the Quarter Ended June Kirk ©-07/28/2011 09:04 AM
5850From Briefing.com: 4:20 pm : 4:51PM Lam Research beats by $0.05, reports revs Kirk ©-07/28/2011 09:01 AM
5849Nobody seem to have listen to NVLS call - amazing - and no surprise and why can&etchmeister107/27/2011 11:07 PM
5848* Multipatterning litho schemes driving etch. After prolonged tinkering with muletchmeister-04/15/2011 12:47 AM
5847TEL sees minor damage, power outages eetimes.com  Mark LaPedus 4/8/2011 1FUBHO-04/08/2011 07:38 PM
5846Austin will have one of the largest chip manufacturing complexes in North Americetchmeister-04/07/2011 05:04 PM
5845The situation in Japan has impact. Companies make adjustments. It is easy to aCary Salsberg-04/07/2011 01:05 PM
5844Mr. Pushout - you would think Samsung would be "exploiting" the situatetchmeister-04/07/2011 12:16 PM
5843Also, KLAC and NVLS are not LRCX rivals for the most part. Yes - they are peersetchmeister-03/14/2011 01:24 AM
5842RE: "Multipatterning litho schemes driving etch. After prolonged tinkering Cary Salsberg-03/12/2011 04:32 PM
5841Monday, March 7, 2011 Four reasons why LRCX will rebound Barclays' CJ Muse uetchmeister-03/12/2011 12:13 PM
5840This stock could double again if they named Charlie Sheen CEO. Tiger blood. AdFUBHO-03/03/2011 06:32 PM
5839All time high? certainly surpassed Y2K but very, very close to overall all time etchmeister-03/03/2011 06:13 PM
5838Applied rolls fast, 'intelligent' etcher eetimes.com  Mark LaPedusFUBHO-11/30/2010 07:35 AM
5837Hi Kirk, "Competitive reasons" falls short of sufficient, here. SincCary Salsberg-10/25/2010 12:26 PM
5836"RE: "We have 10 net application wins to-date, total between conductorKirk ©-10/25/2010 11:22 AM
5835RE: "We have 10 net application wins to-date, total between conductor and ECary Salsberg-10/24/2010 02:10 PM
5834 This article is from Solid State Technology Share IEDM preview: IM Flash detaetchmeister-10/23/2010 01:23 AM
5833I have also high expectations for Variam - if I recall correctly they stated soletchmeister-10/22/2010 11:03 PM
5832There are more etch applications such as self-aligned double patterning technoloetchmeister-10/22/2010 10:52 PM
5831In an upturn, Lam will earn $1.50, followed by $2.00 the following Q and $2.50 tProud_Infidel110/22/2010 08:44 PM
5830I am just saying that in any upturn, they are poised to make dramatic sums of moProud_Infidel110/22/2010 08:42 PM
5829They'll never learn. I wonder how many still model lam writing off tons durKirk ©-10/22/2010 03:35 PM
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