LRCX this one looks good Message Board

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Technology Stocks : LRCX this one looks good

LRCX 157.41

-2.2%

3:59 PM EDT

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To: Jim Tao who wrote (92)	2/23/1996 12:10:00 AM
From: Carl Smith	of 142

Jim, you got me into Lam a while back. I'm still in and getting kind of sea sick with the wild swings. However if one stays away from the daily swings and looks at the weekly chart Lam is looking extremely well. Anyway snipped this tid-bit from: newspage.com NEWSPAGE/info/d6/d3/d10 Quote Cypress Semiconductor Corp. President and CEO T.J. Rodgers today joined Texas Governor George W. Bush to announce the ground-breaking for a major new semiconductor fabrication facility to be built in Round Rock, outside of Austin. UnQuote Even though it might not be Lam's equipment it does demonstrate that even if the book-to-bill is low that isn't stopping the future and the future is semi-conductors. I'm of the opinion that the fall in DRAM prices will fuel companies to invest heavily in new equipment to improve yields and ultimately lower costs and improve margins. In our capitalist society low costs generally mean more demand. When the price of something falls by 50% demand usually increases by 100%. Lam and Applied Materials are excellent places to rest one's money.

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