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

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

LRCX 228.38

+2.7%

Jan 21 3:59 PM EST

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To: Proud_Infidel who wrote (5263)	3/2/2005 9:48:48 AM
From: Kirk ©	Read Replies (2) of 5867

I like his thinking. He was sure right about GOOGLE and I was wrong to avoid it. I agree that Google has appreciated to what is fair value now that we know what the earnings are. I wonder if GOOGLE will continue to get pay per clicks when most other marketing tools are pay per performance. A good way to play Google might be to sell puts at a price you would be happy to own it with flat revenue growth. Note his largest holding is UTEK. I saw he sold UTEK out at $30... I sold some at $30 and $35 but not all... he was wiser to have sold all to buy back now. We agree that Bagley is a great manager. Hopefully, Bagley is done selling. The San Jose Mercury reported he sold a TON of LRCX shares at the last opportunity.

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