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: SMALL FRY who wrote (1802)	2/13/1998 4:33:00 AM
From: Wes	Read Replies (1) of 5867

I am not so sure that the moves Lam announced today are a part of a strategic realignment that will result in a better future for the company. It almost seems that Lam was forced into these moves, to abandon a sound and necessary strategy, because the Asian crisis has taken the final toll on an already frail company. I say this because, as has been noted (including on this thread), Lam's survival and turnaround depends on its ability to broaden its product offering (to compete with the likes of AMAT). To abruptly turn around from this strategy signifies that something is very wrong; the company is in even worse shape than thought. To be sure, Lam still has great technology in dry etch. But that is not going to be enough to make it a competitive semi-equipment provider. It would seem the Lam's technology would be best harnessed if it merged with another company, especially since its market value is so low compared with the others. Wes

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