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Technology Stocks : LRCX this one looks good
LRCX 157.46-2.2%Oct 31 9:30 AM EDT

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To: Carl Smith who wrote (113)3/1/1996 12:57:00 AM
From: Jim Tao   of 142
 
Carl,

Thanks for the information. I can't imagine that the semiconductor comsumption will go down in the comming years. And I beleive it won't. So, if the whole industry will grow the rate of 15% to 18% in average, then by any means that Lam should double its current price when everthing back in order. There is some kind of meeting in San Fracisco, about semi industry(not quite sure what is the name of the meeting), hopefully, something good will comeout from that meeting.

An article about Rich Whittington in "nando times"(see my new post of "Rich Whittington -- soliciting opinion" to find address), worth to read it. To look at both side of opinions will be benificial.

Cheers!

Jim
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