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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 165.58+3.1%1:56 PM EST

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To: john dodson who wrote (2051)9/1/1998 11:34:00 PM
From: oexplayer  Read Replies (1) of 5867
 
John:

Who knows what will happen short-term but I'll venture to say you'll be laughing all the way to the bank in a couple of years! One would think there would be limited downside from here but a losing a couple of points will be meaningless longer term. I like Bagley and his crew and I am confident in this company when the cycle turns! PE will expand when earnings accelerate. Leaps look like a good risk/reward to me! Good Luck!

Kevin
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