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Lam Research Corporation Message Board

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  • mario_themario mario_themario May 4, 2006 10:24 AM Flag

    Equip sector

    Long term still believe this company will face massive head winds due to minimal products and low diversification. I never saw AMAT as a suitor as they are developing their own product line to compete with LRCX. The rumor for some time was ASML was going to be AMAT's target. Interesting that AMAT is ramping up big today. The aquirer usually takes a hit due to the price bing paid, so much for logic in this group right now. IMO LRCX hasn't traded rationally in a year why would it start now. Hold no position here today but will play the up down cycle once the price settles in again at its new range.

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