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

To: Cary Salsberg who wrote (5063)	7/22/2004 12:02:12 PM
From: Proud_Infidel	Respond to of 5867

12:00 and 9M shares already traded.....has to be near a record for Lam.

To: Cary Salsberg who wrote (5063)	7/22/2004 12:20:05 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

"Failure to successfully bring a product to market and to expand the product portfolio beyond etch is good and a reason for a BUY rating. NOT, for long term investors. " SFAM had the best CMP tool. NVLS bought SFAM. Are you suggesting that LRCX should have entered into a bidding war with NVLS for SFAM? I think it is a good sign when companies stop pouring money down black holes and admit defeat. Of course, I'd prefer they won with a good CMP tool, but if they are getting record revenue and profits in one area and can only be #2 due to IP in CMP that NVLS ownes, then this is a good decision. Sure they could waste resources on trying to be a good #2 and not put those resources to expanding the business in their higher margin products. NVLS is pretty much flat today so perhaps it is costing them a good deal of money to integrate SFAM? Have they indicated they are getting profits and target GMs yet from CMP? Kirk