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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 (4153)	7/6/2000 3:31:21 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

I didn't catch his name, but an analyst for the semi industry (Indian guy in SF but not Dan Niles) was just on CNBC and listed 4 stocks he likes for 70 to 90% appreciation in next 12 to 18 months. Of course, I liked him as he said the sector was over correcting as it was already in a good correction. He says semiconductor unit growth was the CORRECT indicator to predict the slowdown in the past two cycles and there is no slowing projected, just a slowing in a very high rate of growth. (2nd derivative). [my comment: Good thing most don't understand derivatives so we get to profit!] I got 3 of the 4 names he liked the most: Credence (CMOS), AMAT, LRCX and one other. finance.yahoo.com Sorry I missed the 4th but I figured the LRCX mention was worth a post. Kirk out

To: Proud_Infidel who wrote (4153)	7/7/2000 3:46:54 AM
From: FLSTF97	Respond to of 5867

I wouldn't read too much into a "sale" to IMEC. Lam did well if they recovered their entire COGS. The potential upside (despite IMEC's typical argument about better European visibility) is that their students do perform top quality research. Lam will likely end up with a better process than on their own. Also IMEC has performed some leading edge work on wafer cleaning, which will also be of benefit to Lam on the cleaner side. In no way should this be construed as gaining CMP market share. FATBOY