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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 151.94+1.1%3:59 PM EST

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To: Jong Hyun Yoo who wrote (3425)10/18/1999 10:53:00 PM
From: Proud_Infidel  Read Replies (1) of 5867
 
JHY,

Thanks for the Pru piece. My favorite line:
we believed and still
believe that Lam?s P&L had the most leverage in our universe - a combination
of internal improvements in operating metrics as well as a cyclical turnaround
in the business.


One question arises though, if they are indeed very Bullish on both the ST and LT prospects for Lam, why do they only have an accumulate, and not a Strong Buy?

BK
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