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

To: etchmeister who wrote (5489)	5/4/2006 8:13:22 AM
From: Proud_Infidel	Respond to of 5867

Hi etch, It actually did cross my mind to rotate some out as AMAT is such a large holding. Lam is my second largest, so I wanted to keep the money in the "safe" name. The sound you hear is me kicking myself;-) Regards, Brian

To: etchmeister who wrote (5489)	5/4/2006 11:29:32 AM
From: Proud_Infidel	Respond to of 5867

Wow, Lam up another dollar plus today......there must be some news not hitting the wires which is substantial.

To: etchmeister who wrote (5489)	5/4/2006 12:17:17 PM
From: Proud_Infidel	Respond to of 5867

FWIW, a May 2nd interview with Steve Newberry: lamresearch.com

To: etchmeister who wrote (5489)	5/16/2006 9:54:55 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Uncertainty looms in etch equipment Mark LaPedus EE Times (05/16/2006 12:21 AM EDT) SAN JOSE, Calif. — There is some uncertainty about the worldwide etch equipment market, according to Advanced Forecasting Inc. (Saratoga, Calif.) Worldwide etch equipment monthly billings are expected to increase nearly 33 percent from the beginning of 2006 into the second quarter, according to the research firm. Following the segment sales' decline of 18.2 percent in the twelve months ending in February over the previous period, a growth in the range of 30 percent would bring it to its highest level since 2000, according to the firm. However, following this initial increase, etch equipment will plateau mid-year, with a potential decline in the fourth quarter. "The etch equipment segment has been struggling to recover since the 83 percent decline it suffered during the 2001 recession, with the exception of a robust 1H-04," said Rosa Luis, director of marketing and sales for Advanced Forecasting, in a statement. "The forecast of a slowdown in the second half of this year is a derivative of the forecasting model that captured the 2001 decline as well as the weakness in the second half of 2004, which caught most of the industry by surprise."