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Lam Research Corporation Message Board

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  • storagelh storagelh Feb 9, 2006 12:33 PM Flag


    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.

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    • 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.

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