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

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

LRCX 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Jong Hyun Yoo who wrote (3220)	8/6/1999 10:13:00 AM
From: Proud_Infidel	Read Replies (1) of 5867

JHY, I don't follow NVLS too closely but it was rumored they were going to win 50% of a CVD(or PVD??) order by INTC which until now has been exclusively(or nearly so) AMAT. As for NVLS, over the years the Street has embraced valuation wise them while Lam was left to by the side of the road. Now with Bagley & Co. I do not think the Street has any choice but to embrace Lam. I still believe, even after this recent runup, that Lam is one of the most undervalued in the sector. Time will tell. Brian

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