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

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

LRCX 184.91

+8.1%

3:09 PM EST

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To: Kirk © who wrote (5365)	7/22/2005 11:22:32 AM
From: All Mtn Ski	of 5867

Kirk, I think that could be a huge problem, already software and DVDs are being severely impacted. While the Chinese are certainly smart enough, do they have access to the key parts that go into a tool that a LRCX or AMAT may buy from a company like HELX? Perhaps. I've been reading some interesting pieces about the revaluation of the yuan, perhaps the gov't should be careful what it wishes for? Less demand for US Treasuries, downward pressure on the dollar and a higher cost (inflation) for the myriad of American companies that benefit from the low materials and goods cost from China. We'll have to see what the yuan ultimately does... A-M-S

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