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: Ian@SI who wrote (4009)	3/3/2000 2:02:00 PM
From: w0z	of 5867

*OT* Thanks Ian! I like the way you think! I picked BRKS over PRIA because of valuation (BRKS PSR is still just 62% of PRIA) and am very pleased with the way it has performed in the 5 months I've held it. siliconinvestor.com I also have a bunch of MTSN and 100 April 10 options which I will probably just exercise and hold. It's sure tempting to sell these stocks after their big runup but, like you, it just doesn't seem like they are anywhere near where they will be when 300mm comes. Guess we just have to have nerves of steel and hang in there! Good luck and may the force be with us!

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