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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

LRCX 239.30

+0.4%

2:29 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (4858)	5/15/2003 3:17:52 PM
From: Cary Salsberg	Read Replies (2) of 5867

I have been debating selling some of my ALTR and XLNX to buy AMAT. I was inefficient in my allocation so I have more ALTR and XLNX than the "plan" and less AMAT. The AMAT conference call was positive. I got a very confident feeling that they were doing very well in the things "they could manage" (CSCO CEO Chambers phrase). I don't know what you mean by "old stuff". It is true that they dominated aluminum, they dominate almost everything, and aluminum is being replaced by copper. I remember NVLS CEO Hill's comments on PVD. NVLS bought the division from Varian, I believe, and they have been very slow to make a success of it. Hill said it wasn't from lack of effort. AMAT is a very tough competitor. Morgan talked about the "Next Reality." It sounded a little like CSCO's Chambers. The themes are closer relationships with customers and offloading "non-core" process R & D from customers. Also, that IT is transitioning from the initial phase to a more expansive, robust next phase with much greater opportunity.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next