Lam Research (LRCX, NASDAQ): To the Insiders Message Board

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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 209.78

-8.8%

Feb 4 3:59 PM EST

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To: Cary Salsberg who wrote (2975)	6/20/1999 9:48:00 AM
From: Sam Citron	Read Replies (2) of 5867

> My response has been to increase my invested capital by 2.5 times during the recent downleg and recover my cost when the stock reaches 2.5 times what I paid for it. Do I detect the evolution of a sell discipline? Though somewhat crude, it sounds like a reasonable no cost basis investment strategy. > I will sell 40% at $50 and try to ride the other 60% to the top of the next recovery What indicators do you expect to signal the top of this cycle? Why not plan in advance a scale-up sell campaign with redeployment of proceeds in a cyclical industry that is inversely correlated with semi-equips? Good to hear from you again, Cary. All I need now is to hear from Scott Maxwell and the seance will be complete.<G> Cheers, Sam

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