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Lam Research (LRCX, NASDAQ): To the Insiders
An SI Board Since March 1996
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5854 103 0 LRCX
Emcee:  Stock Watcher Type:  Unmoderated
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 ©24/25/2013
5853New method monitors semiconductor etching as it happens—with light September 2FUBHO19/29/2012
5852Alternativen zu Brünings Politik aus: Bundeszentrale für polietchmeister-8/1/2011
5851Lam Research Corporation Announces Financial Results for the Quarter Ended June Kirk ©-7/28/2011
5850From Briefing.com: 4:20 pm : 4:51PM Lam Research beats by $0.05, reports revs Kirk ©-7/28/2011
5849Nobody seem to have listen to NVLS call - amazing - and no surprise and why can&etchmeister17/27/2011
5848* Multipatterning litho schemes driving etch. After prolonged tinkering with muletchmeister-4/15/2011
5847TEL sees minor damage, power outages eetimes.com Mark LaPedus 4/8/2011 1:27 PMFUBHO-4/8/2011
5846<i>Austin will have one of the largest chip manufacturing complexes in Noretchmeister-4/7/2011
5845The situation in Japan has impact. Companies make adjustments. It is easy to aCary Salsberg-4/7/2011
5844Mr. Pushout - you would think Samsung would be "exploiting" the situatetchmeister-4/7/2011
5843<i>Also, KLAC and NVLS are not LRCX rivals for the most part.</i> Yetchmeister-3/14/2011
5842RE: "Multipatterning litho schemes driving etch. After prolonged tinkering Cary Salsberg-3/12/2011
5841Monday, March 7, 2011 Four reasons why LRCX will rebound Barclays' CJ Muse uetchmeister-3/12/2011
5840This stock could double again if they named Charlie Sheen CEO. Tiger blood. AdFUBHO-3/3/2011
5839All time high? certainly surpassed Y2K but very, very close to overall all time etchmeister-3/3/2011
5838Applied rolls fast, 'intelligent' etcher eetimes.com Mark LaPedus 11/2FUBHO-11/30/2010
5837Hi Kirk, "Competitive reasons" falls short of sufficient, here. SincCary Salsberg-10/25/2010
5836"RE: "We have 10 net application wins to-date, total between conductorKirk ©-10/25/2010
5835RE: "We have 10 net application wins to-date, total between conductor and ECary Salsberg-10/24/2010
5834 This article is from Solid State Technology Share IEDM preview: IM Flash detaetchmeister-10/23/2010
5833I have also high expectations for Variam - if I recall correctly they stated soletchmeister-10/22/2010
5832There are more etch applications such as self-aligned double patterning technoloetchmeister-10/22/2010
5831In an upturn, Lam will earn $1.50, followed by $2.00 the following Q and $2.50 tProud_Infidel110/22/2010
5830I am just saying that in any upturn, they are poised to make dramatic sums of moProud_Infidel110/22/2010
5829They'll never learn. I wonder how many still model lam writing off tons durKirk ©-10/22/2010
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