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

To: BWAC who wrote (5069)	7/22/2004 2:20:58 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 5867

You are wrong about NVLS and LRCX. They have a great product fit, but a terrible culture fit. NVLS has a continuing tradition of excellence, while LRCX continues to be mediocre. I believe L.A.M. (Left Applied Materials) management has turned LRCX into a one product cash cow. As I watch Bagley cash in millions each week, I realize the strategy really works for him, but, I suspect it will not work so well for long term investors. It is just great for today's momentum traders.