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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 143.37-2.8%3:44 PM EST
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To: Proud_Infidel who wrote (3967)2/17/2000 4:30:00 PM
From: Jong Hyun Yoo  Read Replies (4) of 5867
 
Brian, I feel that LRCX is undervalued here compared
to AMAT. LRCX and AMAT will have roughly same EPS
for next Q. But there is about $40 price gap.

My feeling is that the gap will close as we near LRCX
next earning. It is good that AMAT is doing well with
its medium plasma density etch product. However, I have
been told that Exelan is doing extremely well against
AMAT's product line in the oxide etch. As long as the
oxide market grows in this robust business environment,
there is a room for both companies to make money.

Still long and very bullish on LRCX!
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