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

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

LRCX 214.34

-2.7%

3:59 PM EST

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To: Proud_Infidel who wrote (5277)	4/13/2005 9:08:56 PM
From: Jong Hyun Yoo	Read Replies (4) of 5867

Brian, The earning numbers continue to look attactive for LRCX. Two weeks ago, I sold all my AMAT positions (including that in my 401K account) to raise cash and do final alignment of my holdings within semi equipment sector. NOW I am AMAT-free.. Maybe risky move but I am going to stick with KLAC, NVLS and LRCX. Tomorrow I will add some additional LRCX. This will be my last purchase before what I think is a modest upturn in 4Q driven by selected pick-up in the communication and wireless sector. JHY

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