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

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

LRCX 168.26

+3.1%

Dec 10 3:59 PM EST

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To: Duker who wrote (3117)	7/24/1999 9:06:00 AM
From: Proud_Infidel	Read Replies (2) of 5867

Duker, Assuming that people are still willing to reward solid performances and optimistic outlooks (like they did yesterday with VSEA), we could do pretty well. My impression of the Street is that they are far from convinced Lam remains a viable(Top-tier) player in the industry. Any news that would bolster this thinking surely could not hurt. BTW, one of the reasons I love Lam is that it has always been a diamond-in-the-rough, never getting the multiples of others in the sector since they previously had been so poorly managed. Once earnings start rising and we finally get some 'spect from the Street we will see great appreciation IMHO since we will have not only rising eps but increasing multiples:-) BK

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