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

To: BWAC who wrote (4887)	10/13/2003 9:29:29 PM
From: Proud_Infidel	Respond to of 5867

Average yearly earnings of the last 5 year cycle were 45 cents for AMAT and 75 cents for KLAC just fyi Perform the same "valuation method" for AMAT for the past 20 years and you will probably come up with pennies per share.....does that mean AMAT should trade at $2???? It has $5.3B in the bank and practically no debt and is a leader in an area with huge barriers to entry(and thus huge margins when the cycle comes). Sell them short if you don't like them, but badmouthing them is meaningless as no company on the planet could do without their wares today. That is one fact you cannot argue and a powerful one when it comes to finding "value" in a company. Brian