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

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

LRCX 159.13

-4.4%

3:59 PM EST

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To: Kirk © who wrote (5508)	7/20/2006 11:47:15 AM
From: Cary Salsberg	Read Replies (3) of 5867

RE: "Maybe they'll take LRCX down to a PE of 10, eh?" I guess, it must be too good to be true and, therefore, the TOP! I listened to the NVLS cc last night and plan to listen to ASML, today. NVLS did very well and ASML was GREAT! I read an analyst comment on ASML which recommended a SELL! because orders were at "peak" levels. I am not sure if "orders" refers to absolute dollar value or growth rate. I guess this is a payback period for all the easy money we made from 1998 to 2000. If we make any money, here, it certainly will not be easy.

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