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

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

LRCX 208.79

-2.6%

Jan 14 3:59 PM EST

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To: Proud_Infidel who wrote (3342)	9/16/1999 2:59:00 PM
From: FJB	Read Replies (3) of 5867

Some interesting commentary here on semiconductor and semi-equipment stocks. broadcast.com According to the commentary, semi-equipment companies are indicating that business has picked up a little again, after the recent August/September lull. Semiconductor companies are being more cautious about cap. ex. than in past cycles, because the pain felt in the last down cycle. This bodes well for a longer upturn IMHO. Bob

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