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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
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To: Toby who wrote (2307)7/2/1997 11:20:00 AM
From: Q.   of 10921
 
Toby, re the insider sales listed in the article, I would agree that
some of these co.'s are fully valued, based on their historical
multiples. Among those not listed is Lam, which I think is
comparatively undervalued. Here's the list from the article you cited:

Company
No. Insiders
Shares

Teradyne
12
383,700
Uniphase
10
194,949
Applied Materials
8
370,500
Etec Systems
8
132,569
KLA-Tencor
8
100,978
Novellus Systems
6
61,184
PRI Automation
5
22,039
Aetrium
4
53,705
Tegal
2
128,474
Cohu
2
40,000
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