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

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

LRCX 217.89

-1.3%

Jan 23 3:59 PM EST

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To: Cary Salsberg who wrote (4902)	10/16/2003 12:36:38 PM
From: Kirk ©	Read Replies (3) of 5867

Thanks I was struck by the question at the UTEK CC on options cash contribution. They said their cash flow was $600K positive then they say they gained $5.5M from options exercise. If employees were not getting free shares from the stockholders to sell at a profit with the exercise price going to fund growth, it looks like UTEK would have negative cash flow (or am I missing something in how cash flow is calculated?) I wonder if options exercise means more shares and Bagley didn't see that as the straight forward answer? I'll have to listen as I am now looking at this with a critical ear. I used to keep large positions through up and down cycles but if the options game is as bad as some say, I might reconsider this and move more towards your model of selling MORE of my shares once they hit targets. Kirk

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