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

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

LRCX 155.79

-3.4%

Nov 4 3:59 PM EST

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From: etchmeister	6/24/2008 1:58:28 PM
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"While we have been negative on Lam for the last 24-36 months given the company's high exposure to memory capital expenditures, we are now comfortable in taking an aggressive view on the stock," Covello said in a note to clients. Here is an analyst who completely missed the NAND flash boom as well the 12 inch conversion of memory capacity...keep up the good work James

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