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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 228.55+6.9%10:45 AM EST
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To: Thomas J Pittman who wrote (1815)2/13/1998 9:16:00 PM
From: Proud_Infidel   of 5867
 
ReReducing businesses and cutting out R&D
expenses. Needed to do this to sustain business at Break Even. Essentially, LRCX is now exiting the Flat Panel and Thermal CVD business

Tom,

The way I read this is that these two sentences are essentially referring to the same thing. The cutting out of R&D expenses is referring to the cost savings?? that will be achieved through their exiting of the Flat Panel and Thermal CVD businesses. One thought simply follows another.

If I suspected Lam was cutting back on etch or CMP, I would have already pulled the trigger. Bagley is an industry veteran. IMO he knows better. To do so would be to sign their own death warrant.

Regards,

Brian
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