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 (3426)	10/19/1999 10:50:00 AM
From: Kirk ©	Read Replies (1) of 5867

Amazing the good news recently. TSMC qualifying TERES - gotta love it! Good management knows that you go to the toughest customer to qualify and then the others will line up like ducks in a shooting gallery. TXN saying "no stockpiling". Well, we know that this is confirmed by Dell statement that higher memory prices are hurting them as they don't have fat in their JIT channel. perhaps TXN is correct in their accessmemt? Even partially correct has huge implications. 8) I STILL have not sold a share but might consider a tiny bit if we get to $90 before the yr ends....just to lock in SOME!

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