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

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

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (1699)	1/6/1998 12:53:00 PM
From: John Cuthbertson	Read Replies (1) of 5867

Brian, Thanks for the link. Lam has now dropped to prices that look quite attractive, and I am considering getting back in (having had my shares called away at 45 during the run-up, which I was upset about at the time!). This is a really serious estimate cut, though. Any thoughts as to the credibility of these estimates? Has there been any recent guidance from Lam's management? ==John

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