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

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

LRCX 156.00

+0.6%

Nov 28 9:30 AM EST

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To: Jong Hyun Yoo who wrote (3172)	7/31/1999 2:57:00 PM
From: Proud_Infidel	Read Replies (1) of 5867

Lam one of Michael Murphy's favorite stocks: Excerpt: Michael is bullish in the semiconductor and semiconductor equipment area. He is holding companies such as Lam Research (LRCX 40 3/4) and Applied Materials (AMAT 65 3/4). He has been moving money out of larger companies in that space and has been moving it into the smaller names such as Mattson Technology (MTSN 11 7/8), which is one of his favorite small cap companies in the semiconductor area. beta.siliconinvestor.com

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