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

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

LRCX 155.00

-5.0%

3:59 PM EST

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To: Carlson who wrote (3893)	1/21/2000 2:46:00 AM
From: Cary Salsberg	Read Replies (1) of 5867

Carlson, At this time in the cycle, there are healthy earnings and margins and both are expected to continue to improve. PE is the appropriate valuation method. In the last cycle, the peak price averaged about 20 times the peak earnings and preceded it by about one year. Prior to the recent splits, I was looking for a peak EPS of ~$8 for AMAT, KLAC, LRCX, and NVLS and I believed $160 discounts the cycle. I have a dollar target for my portfolio before I sell, but the target is less than 10% away. Cary

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