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

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

LRCX 207.99

-3.0%

2:55 PM EST

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To: BWAC who wrote (5248)	2/23/2005 7:55:12 PM
From: Kirk ©	Read Replies (2) of 5867

When j6pk doesn't want the great companies, the bigger fish move in. Disclaimer: I own a good number of lRCX shares. -g- They are very successful and could be purchased by a larger competitor to get the etch technology they MAY BE using to eat AMAT's lunch.. I think LRCX could get a 50% premium from AMAT and still make AMAT's numbers look better.... and I think AMAT has loads of room to go up. Back when the company was under appreciated, the poison pill was good for us shareholders. Now I think it would take a decent and fair premium to buy us out. Kirk

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