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

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

LRCX 155.15

+2.1%

3:59 PM EST

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To: Kirk © who wrote (4954)	3/4/2004 12:43:31 PM
From: All Mtn Ski	Read Replies (1) of 5867

Hi Kirk, I'm back from a long vacation, looks like Lam dipped to just above $24 while I was gone. I think Lam is going to be a good trade here, I am waiting for another Naz dip under 2000 and Lam to double bottom somewhere in the $24 range, perhaps that $22.50 we looked at, before mounting a good move higher, along with the rest of the Naz in the Spring/Summer timeframe. I plan to buy Lam for that expected move, but only for a 2-4 month hold, as I am still of the opinion that a good 2005 is not guaranteed. Interesting that the analysts expect Lam to show 100% Qtr/Qtr EPS growth for the next 2 quarters. Sounds like a tall order given AMAT and KLAC estimates are much more moderate?: finance.yahoo.com A-M-S

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