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

To: Andrew Vance who wrote (1800)	2/13/1998 12:56:00 AM
From: Wes	Read Replies (2) \| Respond to of 5867

It seems that one of the trends in the semi-equip industry is that customers are increasingly looking for "one-stop-shopping". Whereas in recent years, Lam has been looking towards expanding its product line to keep up with this trend, today's announcement signals an important change: Lam can no longer afford to branch out into other areas due to its financial condition. This is very disturbing since it seems more probable now that Lam will soon become a "has-been". It's competitors are better off financially and management-wise are will weather this storm more effectively. Lam will lose market share and will be at a disadvantage even when the boom cycle starts again. Just my impressions, Wes