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

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

LRCX 154.94

-0.1%

11:05 AM EST

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To: Kirk © who wrote (4954)	2/23/2004 2:46:50 PM
From: Donald Wennerstrom	Read Replies (3) of 5867

You know, if I didn't know better, I'd say there are a lot of entities out there that don't like LRCX.;) The stock has already taken a 30 percent "haircut" from its recent high on 12 Jan - it's acting like it wants to do more. At the moment, with the 30 percent loss in hand, it has one of the best fundamental positions in the semi-equip world. PEG is around 1 and consensus next years earnings at 1.41. Still it is acting like a "sick puppy" Institutions are supporting it very well - S&P gives it a 5 star rating, and even CSFB, usually quite conservative, gives it an outperform rating. Is it time to buy or is it going lower yet? Don

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