Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BWAC who wrote (5248)	2/23/2005 7:55:12 PM
From: Kirk ©	Read Replies (2) \| Respond to of 5867

When j6pk doesn't want the great companies, the bigger fish move in. Disclaimer: I own a good number of lRCX shares. -g- They are very successful and could be purchased by a larger competitor to get the etch technology they MAY BE using to eat AMAT's lunch.. I think LRCX could get a 50% premium from AMAT and still make AMAT's numbers look better.... and I think AMAT has loads of room to go up. Back when the company was under appreciated, the poison pill was good for us shareholders. Now I think it would take a decent and fair premium to buy us out. Kirk