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

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

LRCX 144.70

-1.9%

2:09 PM EST

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To: Kirk © who wrote (1728)	1/14/1998 11:44:00 AM
From: Proud_Infidel	Read Replies (1) of 5867

Kirk, Lam has a PSR of ~.7 while AMAT, KLAC, and UTEK have 2.6 or more. Lam is currently trading at about BV, while AMAT and KLAC are about 3-4X that. IMHO, if any further surprises come from this point on regardsing Asia, Lam is less likely to plummet. The Book Value acts as a buffer zone. Lam got Bagley last August as CEO. He is largley responsible for AMAT being where it currently is. Lam has cutting edge etch. They lost some market share, but if they can implement 300mm well hopefully the share loss is an ephemeral thing. The market currrently values 2nd tier companies much less than the leaders, part of the reason why AMAT has, and probably always will have the premium. Take advantange of the markets shortsightedness in terms of small cap, illiquid stocks; it plays into your favor at this point. There are probably more that could be added, but IMO the reasons are plenty to buy Lam at these prices. Regards, Brian

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