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

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

LRCX 222.87

+2.5%

3:59 PM EST

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To: Jong Hyun Yoo who wrote (5224)	2/15/2005 2:54:57 PM
From: Kirk ©	Read Replies (1) of 5867

Thanks for the technology update and good to hear from you. The three of us, you, Brian and myself, have been around since 1998 and have nearly a 10x gain even at today's prices. Being able to sell some at high levels and buy back at low levels, has made the gains all that much nicer! I still like AMAT, but I think it has been "digesting" its premium like many of the leaders in the SOX so there have not been the same returns available these past years. Owning the clear leaders is a safe way to make sure you don't go broke, but you can lag considerably when their leadership premium is questioned. Here is a chart that shows it well (back when someone was trying to convince me to switch my LRCX to some of these others) bigcharts.marketwatch.com Good thing we listen to our own drummers! update. Even since the 2001 lows after 9/11 bigcharts.marketwatch.com LRCX has done well.

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