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

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

LRCX 144.95

-1.7%

10:41 AM EST

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To: Proud_Infidel who wrote (3973)	2/23/2000 5:23:00 PM
From: Jong Hyun Yoo	Read Replies (2) of 5867

The business environment for semiconductor equipment industry is stunningly robust. I had a chance to talk to some folks in this industry and they all said that they are really stretched with the internal resources to get the order out of the factory. Yet, many of these company especially LRCX has not been increasing its headcounts and are very carefully managing the spending levels. We have a tremendous earning surprise in store for us this year ! I firmly believe that the business condition will remain robust throughout this year. This is equivalent to eternity in this business as we traditionally have very poor business beyond a couple of Q's. Even though we had a very good runup in LRCX, I still contend that we can see major upside increase from the current level. I am still holding onto my shares.

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