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

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

LRCX 159.33

-1.8%

Nov 7 3:59 PM EST

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To: Kirk © who wrote (5578)	12/23/2006 9:04:42 PM
From: Proud_Infidel	Read Replies (1) of 5867

Platinum Stock Picks: Cheap Technology Example: Lam Research (nasdaq: LRCX - news - people ). Analysts reporting to Thomson IBES expect the Fremont, Calif.-based semiconductor equipment manufacturer to increase earnings at an annual clip of 20% over the next three to five years. With a next-12-months P/E of just 12, that gives the stock PEG of just 0.62. We tagged Lam Research as the semiconductor industry’s best-managed company last year. So far in 2006, the stock has advanced 41%, versus a gain of 10% for the S&P 500. We can’t promise more of the same performance, and, indeed, at least one highly regarded security analyst thinks Lam Research is too dependent on memory chip manufacturers. But we can point out a few positives for Lam beyond a cheap stock price. Those positives include expanding quarterly operating margins (earnings before interest, taxes and depreciation as a percentage of revenue), a clean balance sheet and strong outlook for the semiconductor industry. forbes.com

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