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

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

LRCX 154.00

+1.4%

10:50 AM EST

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To: Kirk © who wrote (4946)	1/26/2004 11:27:16 PM
From: Jong Hyun Yoo	Read Replies (2) of 5867

Kirk, I think the fall is just part of profit-taking. The equipment stocks in anticipation of start of an upturn has run up nicely. LRCX has outperformed many of its peers and is being more volatile on the downside as the confirmation of upturn by many reporting companies are seving as SELL signals. It may not be a bad idea to add to your position if LRCX corrects by more than 20%.. BTW, Maybe you can send me a copy of your investment newsletter as I am interested in reading one. You seems to be now investing in telcom sector. Recently, I have looked into investing in this sector as well. Do you have any opinion on OPWV (OPenwave Systems formerly known as Phone.com)? The company revenue seems to be in growth mode again after being down for almost 2 yrs..

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