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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 157.09-1.7%Dec 4 3:59 PM EST
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To: Proud_Infidel who wrote (5655)12/10/2007 8:29:30 PM
From: Kirk ©  Read Replies (1) of 5867
 
I wonder how SEZ fits into Lam's strategy. It is nice to see LRCX buying cheap stocks rather than our shares get taken out now by private equity.

SEZ Holding AG is manufacturer and supplier of single-wafer, wet-processing solutions for the global semiconductor industry. SEZ's products are used for the wet chemical surface preparation of wafers (silicon or gallium arsenide) within the scope of microchip production. The Company also develops and markets products based on its own single wafer Spin-Process technology, as well as a complete portfolio of water surface preparation applications. SEZ Holding is headquartered in Zurich, Switzerland, and maintains development, manufacturing, sales, marketing and service operations in Europe, Asia and North America.


Ratios
  	       SEZN.S 	Industry
P/E (TTM) 	15.53 	27.22
P/S (TTM) 	1.09 	6.35
ROI (TTM) 	5.30 	14.83
ROE (TTM) 	6.08 	16.81


P/E and P/S look good.

Single wafer processing should be where the growth is but LRCX tried to grow into CMP so I hope this turns out better.
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