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

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

LRCX 178.09

+0.4%

3:59 PM EST

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To: Jong Hyun Yoo who wrote (5392)	10/18/2005 8:21:08 AM
From: Proud_Infidel	Read Replies (1) of 5867

Congrats on your gains Jong. But I am of an different view; namely, that there has been such caution in the sector for years that one of these days we will see upside in spending once again. That is, if the consumer can hold out as you said.....that is the greatest risk here IMO. But when IC revenues are $300B and flash devices take over a greater and greater part of our lives, I simply do not believe that this level of spending is anywhere close to adequate. I hope to sell once people are patting themselves on the back for owning these stocks, and that time is certainly not now. Regards, Brian PS. I hope you will still give your input on the sector as your advice is valuable.

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