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 8:46:00 AM
From: Proud_Infidel	Read Replies (3) of 5867

ReI 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. SF, I couldn't have said it better. I am very bullish on Lam going forward. More so than AMAT in terms of % price appreciation from these levels(and new ones to be established even lower I am sure). The top guns at AMAT did not jump ship to land on a sinking boat. They have vested interests in seeing this company profitable(Read: stock options). Lam has some excellent technology under its belt but is simply facing hard times as everyone else in the industry is at the current time. It's waaaaay too soon to count anyone out, esp. Bagley & Co. Will be buying more in a few weeks. Regards, Brian

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