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

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

LRCX 238.45

+7.0%

11:55 AM EST

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To: Cary Salsberg who wrote (4859)	5/15/2003 3:23:47 PM
From: Kirk ©	Read Replies (3) of 5867

"Old Stuff" means supplies and upkeep on existing product in production. I think it is a significant part of their revenue. Things wear out... I remember being surprised to see AMAT at $12.50... so the low price, on a relative basis, might still be a great bargain as most individuals are still out of the market except for a few die hards like us that understand what the future really means.

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