personally i'd rather buy apple and msft
Obviously it's your choice, but I will point out that LRCX has outperformed both AAPL and MSFT over the past five years.
The beauty of it is, it doesn't matter who wins the software wars, and to a large extent the hardware wars. All chip makers use Lam tools to make their chips.
LRCX just keeps charging. Over the past 3 months MSFT is down 1.2%, AAPL is down 7.7%, and LRCX is up 26%. Over the past 6 months MSFT is up 16%, AAPL is up 44%, and LRCX is up 71%.