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

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

LRCX 230.11

-3.1%

3:59 PM EST

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To: Duker who wrote (2919)	6/11/1999 1:36:00 PM
From: Proud_Infidel	Read Replies (1) of 5867

I for one, do not agree with Fitzgeralds assessment of LRCX..... Excerpt from article: This idea that everybody is going to recover is dead wrong," said FitzGerald. "There are a whole host of companies that will not be able to reproduce their profitability of the last up cycle," which lasted roughly from 1990 to 1998. "We've seen a run-up in orders, but we've yet to see who will be profitable." Winners, said FitzGerald, will be the equipment companies with unique products, like Applied Materials (Nasdaq:AMAT - news) , Novellus Systems (Nasdaq:NVLS - news) and KLA-Tencor (Nasdaq:KLAC - news) , each of which is up nearly threefold from its 52-week low.t the companies FitzGerald pegged as also-rans -- Lam Research (Nasdaq:LRCX - news) , Mattson Technology (Nasdaq:MTSN - news) and FSI International (Nasdaq:FSII - news) -- are up off their lows in similar fashion. Because each faces tough competitive issues, FitzGerald said he doesn't see the latter group as keepers,ecially because cost-conscious Intel (Nasdaq:INTC - news) won't carry into the next decade the purchasing power it had in the 1990s fnews.yahoo.com

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