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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: Michael Payne who wrote (1814)2/13/1998 10:15:00 PM
From: Ian@SI  Read Replies (1) of 5867
 
Michael,

The center of AMAT's annual report has 2 fold out pages describing AMAT's businesses, their current $ volumes, the CAGR to 2002 and estimated revenue in 2002.

There are 3 boxes with no numbers:

Photolithography;

Reticle Writing and Production;

Metrology and Particle Inspection

Being a suspicious person, I have to ask why a company would list 3 lines of business that, currently, don't generate a $ worth of business.

Ian.

P.S. Art Zafiropoulou stated that he could be bought if the price were right. That would fill 2 of AMAT's "holes" and give Art the key to the front door of every leading chipmaker in the world, a key which Art seems to have difficulty finding.

I don't know the Metrology companies well enough to guess who might make a good takeover candidate.

But LRCX seems too redundant with capabilities that AMAT already has. I suspect they'd go after the wholes portrayed in their annual report first.
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