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%

3:59 PM EST

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To: All Mtn Ski who wrote (4884)	10/13/2003 6:20:25 PM
From: Proud_Infidel	Read Replies (1) of 5867

Re:With the re-inflated liquidity/bubble rally here We have come off of lows from the Iraq war/terrorism/corporate malfeasance/SARS. A healthy rally is to be expected here! Why is everyone so surprised, especially if we are looking at 5% GDP growth? And calling it a bubble is a bit disingenuous as we are heading past 2000 "bubble" levels right now as we speak in terms of IC unit volume. We are seeing the volume surge with a paucity in capex......something has got to give. icinsights.com Re:Much recent capex has been technology purchases and not much additional capacity "Much" should be changed to "Practically All." but I can't help but feel this is going to end badly without some serious fundamental improvement soon, IMHO There are many people who repeated this year-in, year-out from 1994 on. Brian

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