Lam is at a 5 year high and getting close to the bubble year of 2000, all time high. Is business really that good ? If so you can double amat and nvls and they still wouldn't be at the highs. Lam's business is on a roll but the stock is getting ahead of itself, but that doesn't mean it won't go higher, and I don't recall saying anything about filling a gap with lam. I was long when it was around 30 , to start with. If your long then you better hope they can keep up their manipulation of earnings but that won't last either.
You are comparing the price of amat plus nvls with lrcx? That's ridiculous. Price means nothing but valuation does. May be their business is on a roll; consumer electronic is very hot right now. Look no further than bby today. I thought I remember that comment of filling the gap from you on the day of lrcx's earning report when it had that big jump to $43 area. I wouldn't bother to look. lrcx's earning? Isn't there a year long trend? Can't remember what it was either.