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

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

LRCX 222.88

+2.3%

Jan 26 3:59 PM EST

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To: Proud_Infidel who wrote (4896)	10/15/2003 5:56:36 PM
From: All Mtn Ski	Read Replies (1) of 5867

Hi Brian! I think LRCX will outperform NVLS, which for some reason has become a "poster-boy" like KLAC, as THE place to be in semi capex. Bagley is one smart, experienced cookie, so LRCX should outperform NVLS on a relative basis going forward and I much prefer Lam's financial management over NVLS. However, based on the G&C this morning and the AH action on IBM and LRCX, the Naz may be in for some consolidation before moving higher. A-M-S

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