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

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

LRCX 233.46

-5.9%

Jan 30 9:30 AM EST

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To: Jong Hyun Yoo who wrote (5549)	10/4/2006 10:37:26 PM
From: etchmeister	Read Replies (3) of 5867

"I grew up in this business making (industry) cycle calls and for the first time you actually have to do stock picking," said Bank of America Securities analyst Mark Fitzgerald. If you like LRCX, NVLS and (VSEA) what is left for Applied? LRCX and VSEA probably took AMAT share and NVLS is going after AMAT in PVD and CVD - so what's the "incentive" about AMAT?. I don't believe AMAT made inroads into copper plating - on the other hand AMAT defends its CMP position

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