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 9:30 AM EST

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To: niek who wrote (5662)	1/25/2008 12:11:58 PM
From: etchmeister	of 5867

Probably trying to drive up the price; hedge funds bought into Lexar to drive up price; Micron did not even blink at all if I recall correctly. Hedge fund owns portion of FSI as well - all hoping for buyouts. I suppose LRCX buying SEZ stock would be considered hostile. Certainly SEZ management has to look for best price but similar important they need to look for the best fit to grow SEZ over the next decade; if they start playing "cattle auction" it probably will not be well received by Lam management. Lam said they lost metal etch share - they walked away because business not being profitable - guess who got the business...

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