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

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

LRCX 156.62

+3.1%

3:35 PM EST

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To: Bill Cotter who wrote (4772)	2/26/2002 9:44:04 AM
From: Proud_Infidel	Read Replies (1) of 5867

Hi Bill, Yes, it is up to date and I currently hold positions in all and am adding to some. AMAT and LRCX comprise a very large percentage of my holdings and should give my portfolio a big boost whenever the equipment market turns up(I believe later this year). EMC, MCDT, GLW, and JDSU are relatively new positions all initiated since last June. I always wanted to have EMC, GLW, and JDSU in my portfolio(since 98) but they were always too expensive; this downturn has allowed me to add positions that I never would have otherwise. GLW is trading at 1992 levels- even before the internet became a household world and the world of fiber optics was relatively unknown. I plan on using my tax refund to buy more KLIC, assuming it stays near current levels. Even though there is much talk of the equipment sector being overvalued, I believe just the opposite is true using LT smoothed earnings and revenue for the companies I hold. RTEC is probably the riskiest holding I have in that it is somewhat pricey and is going up against some formidable competitors who do not like to lose. Regards, Brian

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