Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

+1.1%

Dec 19 9:30 AM EST

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To: Jeff Mills who wrote (9112)	10/22/1997 12:07:00 PM
From: David Aegis	Read Replies (1) of 70976

OFF TOPIC--LRCX--Jeff, I like Lam. I think the new CEO, Jim Bagley, is a go getter. Lam has preannounced near term transition difficulties such as higher R&D expenses for CMP polishing at the Ontrack subdivision and ramp-up issues with the Alliance cluster tool. The sell-off to the high 30's was, IMHO, way overdone. Lam has the most upside potential of any equip. stock I hold. Check out this recent link: techweb.cmp.com --David

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