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

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

LRCX 231.01

+8.3%

Feb 6 9:30 AM EST

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To: Wes who wrote (1801)	2/13/1998 1:19:00 AM
From: SMALL FRY	Read Replies (2) of 5867

I'm new to the thread and am thinking of getting into LRCX as soon as it stabilizes. It seems like most of the negativity in the semi-equips are also reflected here. Re: This is very disturbing since it seems more probable now that Lam will soon become a "has-been". It's competitors are better off financially and management-wise are will weather this storm more effectively. Lam will lose market share and will be at a disadvantage even when the boom cycle starts again. I wouldn't count this company out just yet. They've just had an influx/migration of new blood from other cos, some notably good people from AMAT, and I have a feeling that the exit from flat panel and Thermal CVD came with a lot of guidance from those in the know. Why swim upstream? I have a feeling that this redirection will be for the better. For the short term...the street, as was exemplified in not too distant past, has a way of rewarding those cos that have taken cost cutting measures... so we'll see. Regards All, SF

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