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: Kirk © who wrote (5559)	10/11/2006 5:39:11 PM
From: Jong Hyun Yoo	Read Replies (1) of 5867

LRCX continues to stun me with the earning results. I am a bull on the stock but I never have imagined the company can execute this well. One thing that starts to worry me now is that LRCX is so good that people may just expect this kind of performance Q after Q. With LRCX getting into several new areas including dry clean and acquisition of new business announced yesterday, can it maintain this level of operating leverage? This is a big qiestion but the management continues to defy my expectation. Job well done to the LRCX management team ! JHY

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