LRCX this one looks good Message Board

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Technology Stocks : LRCX this one looks good

LRCX 161.24

+2.4%

9:30 AM EST

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To: Jim Tao who wrote ()	1/22/1996 4:06:00 PM
From: Amir Shalit	of 142

It is insane that LRCX got down as much as 32. Isn't it? I totally agree with you guys. LAM could be the best deal in the entire stock market. Even at 42 1/2. The $350M in booking was the first thing I noticed when I reviewd the earning report. It's 20% sequential increase over prev. quarter !!! Add that to actual p/e of less than 10 and p/e of about 6 based on 1996 earnings. I don't know about the semi slow down myth but with such booking increase I'm almost sure this one will grow and grow and grow...

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