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

To: Proud_Infidel who wrote (3221)	8/6/1999 3:22:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

<<As for NVLS, over the years the Street has embraced valuation wise them while Lam was left to by the side of the road. Now with Bagley & Co. I do not think the Street has any choice but to embrace Lam. I still believe, even after this recent runup, that Lam is one of the most undervalued in the sector.>> I agree wholeheartedly with your words. LAM has been the underperformer in this sector in the past despite its superior technology and worldwide installed base due to operational inefficiency by the previous management. Things has cleaned up quite a bit after Bagley took over the company. You know, Bagley and Morgan guided AMAT to the company with 4 billion in revenue from the company at the verge of bankruptcy during the downturn in early 80's. Bagley track record has been excellent and so far I certainly appreciate what he has done for LAM Research.