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

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

LRCX 166.37

+4.4%

3:59 PM EST

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To: wasWoody_Nickels who wrote (5519)	7/24/2006 12:04:40 AM
From: Kirk ©	Read Replies (1) of 5867

Things really ARE different this time. Lam's new model shouldn't require charges for layoffs unless there is a depression instead of a recession. I think the mistake the analysts are making is continuing to classify it as a deep cyclical which loses money in the down turn. From what I can tell, LRCX could easily make $3 a year in this next soft spot then resume earnings growth when orders for the growth in 2008 return. About the only improvements I see left for LRCX to make are -Eliminate or reduce stock option dilution -Pay a hefty dividend once they prove they can remain profitable in downturns. -buy back more shares than needed to cover option dilution. They have a TON of cash and keep generating it. I'd HATE to see them try to buy a major company, such as NVLS, which would dilute their model and delay what I've been hoping to see out of them... I think if they eliminate the options dilution then they could pay a 4% dividend which would really be something... Kirk

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