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

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

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: w0z who wrote (4008)	3/3/2000 11:49:00 AM
From: Ian@SI	Read Replies (1) of 5867

OT to Bill Tippett, I still hold PRIA, MTSN, SVGI, UTEK and CDN. I expect PRIA, MTSN and CDN to outperform as the sector ramps up. I expect them to substantially outperform the sector with 300mm. PRIA due to its leading role in fab automation; MTSN due to its lead in having 300mm tools already qualified in the major pilots around the globe; and CDN due to its EDA leadership and the requirement for its software as increasingly complex chips are developed. SVGI and UTEK: I'm too stubborn to sell before their intrinsic value is reached. I try to delude myself into believing that SVGI is on the verge of finally getting it right; and that UTEK will recover when the HDD sector ultimately comes out of its multi-year slump. Every now and again, I see glimmers of the promise that got me into those stocks in the first place. I've sold the leaders in the sector; and will keep some cash available should there be a major pullback. Otherwise, I'm redeploying resources into less cyclical sectors. Hope this answers your question. Best regards, Ian.

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