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

To: etchmeister who wrote (5255)	2/24/2005 2:50:52 PM
From: Proud_Infidel	Respond to of 5867

but consider one way to increase LRCX's "value" is overcoming the one product company reputation though I believe it's partially a perception I think people will overlook this once large eps numbers start rolling in. Diversification is great, but great eps numbers are better;-)

To: etchmeister who wrote (5255)	2/24/2005 3:43:56 PM
From: Kirk ©	Read Replies (2) \| Respond to of 5867

Yes, one reason I bought LRCX years ago and trade it to gain more shares.... is the number of layers on new chips keeps going up. Revenue Growth can be 2 or 3 times the growth rate of an implanter, for example. First layers have different requirements than top layers so they can have different etchers for various complexity. Do you have any idea how many different machines they sell to do all the steps?