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

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

LRCX 228.38

+2.7%

Jan 21 3:59 PM EST

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To: Jong Hyun Yoo who wrote (4927)	1/9/2004 9:58:44 AM
From: Proud_Infidel	Read Replies (1) of 5867

FWIW, S&P likes LRCX: Q: What's your take on the semiconductor-equipment sector? How much further can they run, given the new cycle is just beginning? A: We're fairly optimistic on both the semiconductor and the semiconductor-equipment industries. Our favorite semiconductor-equipment company is Teradyne (TER ), which is ranked 5 STARS. The shares of Applied Materials (AMAT ) carry a 4-STARS ranking. In the semiconductor group, we have a few more favorites, and they include Analog Devices (ADI ), Cree (CREE ), Intel (INTC ), and Lam Research (LRCX ), which is a semiconductor-equipment stock that I missed. Three more semiconductor stocks that carry 5-STARS recommendations include Microchip Technology (MCHP ), Texas Instruments (TXN ), and Vishay Intertechnology (VSH ). yahoo.businessweek.com

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