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

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

LRCX 154.74

-0.8%

Dec 1 3:59 PM EST

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To: Proud_Infidel who wrote (3211)	8/4/1999 9:57:00 AM
From: Cary Salsberg	Read Replies (1) of 5867

Brian, I am merely quantifying what Bagley said. Both he and Hill (CEO NVLS) refused to predict a 5 year upcycle when asked, and Bagley specifically stated 3 years. I think the views of Morgan (CEO AMAT), Bagley, and Hill are the best we get, albeit they are generally conservative. There is always a risk in the market (although you young guys have never seen it and don't really believe it), so an exit strategy which allows for most of the potential gain seems prudent. If and when I see indications of a longer upcycle and higher potential peaks, I will readjust my peak estimates. If your beliefs turn out to be accurate, I can only hope that market exuberance doesn't afford me an exit point that proves premature. Cary

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