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

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

LRCX 146.70

+2.4%

12:43 PM EST

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To: Peter Sherman who wrote (3321)	9/12/1999 10:59:00 PM
From: Clarksterh	Read Replies (1) of 5867

Peter - LRCX business sounds like it will always be cyclical Not too surprising. Almost all capital equipment companies are at the whip end of the supply/demand chain. Semiconductor capital equipment is no different except in so far as they experience long term growth on which the cycles are superimposed. Clark

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