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

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

LRCX 162.25

-1.7%

3:59 PM EST

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To: etchmeister who wrote (5728)	4/24/2008 1:32:15 AM
From: etchmeister	Read Replies (2) of 5867

Jim Covello - Goldman Sachs Great, thanks very much guys for taking my question. Steve question for you, our models agree with what you said about the supply-demand balance in the commodities and memory in the fourth quarter. Based on your experience, how many quarters do you think the customers would need to see an up tick in profitability before they would start to order again? Would it be, right away would it be one quarter, two quarters, what has history told us about that? It obviously depends on leadtime (one factor) you stupid moron

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