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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (28227)9/25/2007 11:17:00 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78702
 
LRCX is not a growth company and to think that its ROE/ROA are sustainable is a folly. I know this sector from 90's and it's rather brutal.