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

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

LRCX 142.62

+2.2%

3:59 PM EST

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To: Jong Hyun Yoo who wrote (2701)	4/5/1999 10:55:00 AM
From: Kirk ©	Read Replies (1) of 5867

Thanks for your great analysis once again! Lam is effectively sold out for June Q. Where did you learn this? IR? This means backlog is building. One thought, remember Bagley owns a significant number of shares purchased at $24? It would take a very sweet deal for him to give up the potential appreciation of these shares so my guess is his interests are well alligned with the shareholders. IF he was "bought" at the expense of the shareholders in a merger, my guess is it would be obvious and the shares would plummet.

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