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

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

LRCX 161.24

+2.4%

9:30 AM EST

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To: Proud_Infidel who wrote (4082)	5/2/2000 8:33:00 PM
From: Jong Hyun Yoo	Read Replies (2) of 5867

welcome back , Brian.. While you were gone, I used this market downturn to substantially rearrange my holdings. I have liquidated many other stocks that I had in the internet space and are now using current weakness to add LRCX shares. I believe LRCX is now substantially undervalued compared to other peers in this group. Semi-equipment stocks tend to perform better in the second half of the year. With booking outlook very solid for the remainder of the year and with many of good news that will come out as we approach time for Semicon in July, I think LRCX and others in this group is poised for a substantial upward move in the stock price. I am not still done adding LRCX. Now LRCX is my single biggest holding. Hope that you are doing well..

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