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

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

LRCX 147.55

-1.8%

11:25 AM EST

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To: All Mtn Ski who wrote (4938)	1/23/2004 3:22:47 PM
From: Proud_Infidel	Read Replies (1) of 5867

I don't think we are going to see this cycle sustain itself beyond this year. On what basis? We had a 3 year down cycle, the longest in history, with record low capex levels. There are many fabs which will be built in the coming years which have not even been announced as yet. Why do you believe we will have a 1-2 year upcycle after a vicious 3 year downcycle? History is not on your side.

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