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

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

LRCX 239.85

+0.6%

3:59 PM EST

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To: Cary Salsberg who wrote (4857)	5/15/2003 2:26:14 PM
From: Kirk ©	Read Replies (1) of 5867

Hi Cary I don't think there is any "news" in that the growh is coming from the advanced processes. AMAT is big and has much old stuff so any growth would be a smaller percentage of a total. It sounds to me like they are bouncing around on the bottom and just need some orders to appear as quickly as they vanished. Since the stock price won't support them waiting, they have to cut staff. I think LRCX needs to see or forecast higher than 30 cents for 2004 earnings for it to go much higher hence today's downgrade.

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