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

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

LRCX 166.98

+7.7%

10:06 AM EST

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To: Proud_Infidel who wrote (3882)	1/21/2000 1:08:00 AM
From: Carlson	Read Replies (1) of 5867

Is it possible that LRCX may have an acquition in mind- therefore no stock spilt. I wonder if they may be eying Tegal. They have a lawsuit against LRCX. Maybe LRCX will buy them to get rid of the lawsuit. I would like your comments on how you think LRCX should best be valued. Price/sales Price/earnings. What do you think is a reasonable value to assign them. I know we are going through a good business cycle right now, but in 2-3 years it could drop again. I am paranoid about it dropping again after holding it the last few years. To go from 70 to less than 10 and a ride to the current levels is astonishing.

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