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

To: Duker who wrote (3634)	11/15/1999 3:56:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

LOL. Todays change would almost have been last years entire market cap. My how far we've come:-) BTW, this may all be undone come Wed at 4:15<fingers crossed> We are having a nice recovery so far: quote.yahoo.com BK

To: Duker who wrote (3634)	11/15/1999 9:19:00 PM
From: Jong Hyun Yoo	Read Replies (1) \| Respond to of 5867

Personally, I really don't pay too much about short term fluctuation in the share price. I am more concerned with overall health of the semi-equipment business to decide whether I should be with LRCX or to take profit.. Currently we are so remote from seeing any deteriorating business condition as we are in the midst of the mild upturn. I believe that there will be a stronger capacity buy from chipmakers towards the end of year 2000 and at least till then i have decided not to sell LRCX.. BTW, did you notice employment section of LAM's web site? It is interesting to note that there are many jobs available in the dielectric etch and CMP division. Also LAM is starting to hire field support people. I remember reading the report from one analyst that LAM can add roughly 50 cents per every additional 100 million in revenue even at the fully taxed rate. LAM is currently expected to do roughly 1 billion in revenue this fiscal year. Sometime at the peak of this industry cycle, I am expecting LAM to do at least 2 billion in revenue. This reveune growth translate into extra $5 bucks a share at fully taxed rate. I know this is very over-simplified analysis. However, I just want to demonstrate the earning power and a huge potential for stock price appreciation with LRCX.. Well, I would love to see LRCX make $8 per share trade around $240... Wouldn't you?