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Fred Hinkey in this week's Barron's says that LAM is a short because memory is over inventoried and LAM has a large percentage memory exposure. Hinkey is all gloom and doom so I take it with a grain of salt.

I own the stock and have for a few years. Like you, I see it as a value play. It has dropped below its 20 day MA, however, which is definitely a warning. Current business is very strong with last quarter's revenue growing 77% and net doubling.

I am still a holder here but a nervous one.

Ken
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