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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Jong Hyun Yoo who wrote (3172)	7/30/1999 6:27:00 PM
From: Laminator	Read Replies (1) \| Respond to of 5867

Buy @ $12, sell at 55...life is good!

To: Jong Hyun Yoo who wrote (3172)	7/30/1999 6:30:00 PM
From: Bob Kim	Respond to of 5867

I would say that Merrill has missed the boat so far on LRCX. This is from TheStreet.com in early June: "But the companies FitzGerald pegged as also-rans -- Lam Research, Mattson Technology and FSI International -- are up off their lows in similar fashion. Because each faces tough competitive issues, FitzGerald said he doesn't see the latter group as keepers, especially because cost-conscious Intel won't carry into the next decade the purchasing power it had in the 1990s." I've been tracking Merrill's LRCX research on my site. I've included the links below: restex.com restex.com restex.com restex.com (refers to thestreet.com article) restex.com

To: Jong Hyun Yoo who wrote (3172)	7/30/1999 9:02:00 PM
From: Proud_Infidel	Respond to of 5867

From J Bagley's interview @ 5:30 on vcall.com : * Said he expects the PC to surrender its lead as the major growth driver for IC's. He expects 3 areas to show strong growth: communication, networking applications, and internet connectivity. * Lam has a "more cohesive line of etch products than our competitors" * Where Lam was once weakest(dieletric etching), JB expects the Exelan Dieletric etcher to put Lam in the forefront of dieletric etch. * While some are calling for a 5 year upcycle, JB does not believe we will see it. Although he said he "doesn't think the upcycle has begun." He believes we are currently in a recovery phase with the upcycle starting in 2000 and lasting for approximately 3 years.

To: Jong Hyun Yoo who wrote (3172)	7/31/1999 2:57:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Lam one of Michael Murphy's favorite stocks: Excerpt: Michael is bullish in the semiconductor and semiconductor equipment area. He is holding companies such as Lam Research (LRCX 40 3/4) and Applied Materials (AMAT 65 3/4). He has been moving money out of larger companies in that space and has been moving it into the smaller names such as Mattson Technology (MTSN 11 7/8), which is one of his favorite small cap companies in the semiconductor area. beta.siliconinvestor.com