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Lam Research Corporation Message Board

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  • mario_themario mario_themario Feb 11, 2006 11:16 AM Flag


    You omitted this part of the article.

    Why have chip-equipment stocks run up recently?
    In January, the industry was up 13%, and my 5-STAR stocks were up 35%. So it was a big month. As a result, I downgraded Lam Research, which rose dramatically. We interpret the group's move as anticipation of ongoing improving business conditions and a prolonged up cycle

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