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

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

LRCX 141.49

+1.4%

12:54 PM EST

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To: Donald Wennerstrom who wrote (4289)	8/10/2000 5:05:47 AM
From: Dale Stempson	Read Replies (1) of 5867

Don, I wouldn't mind seeing slower growth rates going forward if we were to experience a smoothing out of the chip cycle. It appears contributing factors are changing. The chip sector is not as PC dependent as in past cycles. Consumer electronics and telecom applications are providing diversification of demand. We're also finally beginning to see the transition to 300-millimeter. Slowing will certainly come sooner or later, but perhaps it will be far less extreme. I believe the fear of a major downtrend has been overdone thus far with folks having raced to be the first ones out. While I'm not expecting the stock to rocket back up in the near term, I wouldn't be surprised to see an uptrend in price as fear becomes offset by greedy value players. <g> In any case, here's the link to a positive Morningstar article: biz.yahoo.com (I think this more accurately reflects consensus opinion than what Fitzgerald had to say) Regards - Dale

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