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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To: cluka who wrote (5803)	10/9/2009 12:10:23 PM
From: etchmeister	of 5867

Cluka - It sounds silly BUT: 1.) just like NVLS LRCX presented a financial EPS model during Semicon West 2009 based n various scenarios ("what happens if...") NVLS is gunning for $2; this particular analyst just recently raised NVLS EPS to $1.65 which seems to be high relative what is published but it appears to me that this analyst is adopting NVLS model. From what I recall LRCX gave a range of $2.37 to $4 depending on how the cycle would play out. Of course we can not predict the future but we can predict to a certain degree what NVLS and LRCX could earn in case a certain scenario materializes. Of course they need to execute accordingly. 2.) The AMAT guy was axed for a reason - AMAT was and is desperate in regaining ground in etch. AMAT was notorious for bundling products and undercutting certain competitors by bundling - AMAT can not play this card the way they used to. 3.) SEZ clean business will become a meaningful contributor to Lam's top ad bottom line - that clean business is an extremely fast growing sub/niche segment. I understand many etch steps require a pre or post clean step

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