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

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

LRCX 164.06

+3.0%

11:42 AM EST

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To: Proud_Infidel who wrote (5530)	9/12/2006 1:37:38 PM
From: etchmeister	Read Replies (1) of 5867

The game they play certainly stinks......it is hard to believe they could be so ignorant (and wrong) on their calls with all of the data inputs they have from around the world. Some times I wonder - perhaps their real clients get different info - we just get the stuff Yahoo et al decides to put out. DRAM pricing is on the roll for almost two quarters but not until 9/5/2006 we see a cluster of upgrades (3 since 9/5/2006). Usually upgrades make me nervous - fortunately the data confirms that DRAM business is strong. It would be nice having not to deal with analysts and just let the market run its own course.

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