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

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

LRCX 228.38

+2.7%

Jan 21 3:59 PM EST

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To: Henry Eichorszt who wrote (3536)	10/22/1999 12:03:00 PM
From: Peter Sherman	Read Replies (1) of 5867

FWIW, IMHO -- the earnings were known, roughly, to many holders of bigtime amounts of stock - not a real surprise do not waste thread space or your valuable time on retail analysts - there stuff is ALWAYS garbage - the real analysis is done behind the scene at asset managers, private investors and the like - they would never tell you what they know - they fly to the companies and speak with management at the highest levels and they do not talk to small guys like us - these asset management folks usually have multi-million dollar minimums to be a client, and someone who is giving 5, 10 or 20 millions to someone to manage is buying CONFIDENTIALITY

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