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

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

LRCX 143.23

-2.9%

Nov 18 3:59 PM EST

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To: Stock Watcher who wrote (1715)	1/9/1998 5:15:00 PM
From: Proud_Infidel	Read Replies (1) of 5867

Re:Lam, like virtually, every other listed company has consistently reinforced this attitude by ignoring individual analyst's downgrades and ignoring turmoils like Asia. I think it is unfair to say management does not hold the shareholders best interest in hand because they are not coming out with guidance to reassure them at this time. Right now, things are very opaque when it comes to looking 6 months down the road. Neither AMAT nor INTC nor CSCO..... has come out to try to reassure their investors. How can they when they don't know themselves? If they do come out with guidance at this time and fall short next quarter, I think it's safe to say there'll be a shareholder lawsuit. Using this line of thinking, you could argue that no guidance is actually in the best interests of shareholders at the moment, since doing so could prevent costly litigation. I believe this to be true somewhat since most of the panicking is currently being done by institutional money. We have all been presented an opportunity; it's just some of us are better positioned to take advantage of it. Regards, Brian

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