Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 160.52

-4.9%

Dec 12 9:30 AM EST

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To: Kirk © who wrote (3119)	7/24/1999 10:31:00 AM
From: Proud_Infidel	of 5867

Kirk, FWIW I really do not understand the love affair with UTEK. Do you really ever expect them to be a major player in the equip-biz? This was a favorite of Andrew Vance of the Stock Swap thread, who knows the equipment industry, and many have since jumped on the bandwagon(esp on the Brinker thread) not knowing full well what this company does. American lithographers have a very slim piece of the overall lithography market. I do not expect this to change and would not look for the market rewarding these cos with premium multiples anytime soon. As for LRCX still being cheap- yes I think it is. Only 4 years ago LRCX traded at one-fourth the value of AMAT. That would yield a price of almost 4X the current value. At only 1.6X '00 revs, no I do not think I am being greedy when I say LRCX is still way undervalued here. BK BTW, I did not mean to slam UTEK but I do not see great things for this company. Even though this is a major favorite of Andrew V, so was ALYD and ADPT. Before jumping on any bandwagon, make sure it has wheels:-)

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