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

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

LRCX 178.06

+0.4%

3:59 PM EST

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To: Proud_Infidel who wrote (5391)	10/17/2005 11:22:32 PM
From: Jong Hyun Yoo	Read Replies (2) of 5867

Congrats to longs. I finally have decided to sell some of my LRCX yesterday because I am a bit concerned with overall economic environment. With energy price this high, I don't have confidence that the consumer spending will hold up this holiday season. I think LRCX upbeat guidance is coming from share gain in the etch business against AMAT rather than broad uptrun in the semi business. It would be interesting to see how AMAT guides for next two Q's. I still believe that LRCX is best earning leveraged play in the semi-equipment company, but I think it is time to a little bit more cautious about the semiconductor business outlook. Good luck guys..

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