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Revision History For: Lam Research Stock Swap?

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Although I am a holder of Lam and a believer, I am currently down significantly on this stock. What are the pros and cons on selling Lam for a loss and putting the money into Novellus and/or Apllied Materials or waiting 30 days and rebuying Lam. I'm confident that the market will move these three stocks somewhat together.

I'm interested in other peoples' opinions.

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