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

To: Kirk © who wrote (5520)	7/24/2006 12:17:50 AM
From: etchmeister	Read Replies (2) \| Respond to of 5867

Kirk - some of your points were addressed during CC (for example paying a hefty dividend); so I really would like to hear your opinion after listening to the horse mouth. There are no plans in merging or buying a company - however the move into the clean business will put some pressure on margins. I mean that's OK - you can not ask for growth and at the same ask for higher margins. LRCX will discontinue to provide bookings guidance - just shipments. How do you feel about this?