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

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

LRCX 143.23

-2.9%

Nov 18 3:59 PM EST

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To: Jong Hyun Yoo who wrote (3940)	1/28/2000 9:23:00 PM
From: Cary Salsberg	Read Replies (3) of 5867

Hi, I have a few questions. Today we saw an estimate of ~$5.00 for FY '01. I have been thinking that the peak year will be '02 - '04 and if it is '04 then the peak earnings will be ~$8.00. In the previous up cycle the peak price lead peak earnings by about a year and the peak multiple was ~20. My questions: 1. What year do you see as the peak earnings year for this up cycle? 2. How did you arrive at a PE of 32 times peak earnings? Thank you.

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