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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 222.96+2.5%Jan 16 9:30 AM EST
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To: Jong Hyun Yoo who wrote (3566)10/27/1999 9:44:00 PM
From: Proud_Infidel  Read Replies (1) of 5867
 
. This is a new cycle of 3 quarter upturns/2 quarter plateaus and
it is necessary to be price and valuation sensitive."

I have heard this from several analysts yet not from the likes of Bagley or Morgan or other industry leaders. Since when did this become the norm, where multi-year cycles were replaced by multi-month cycles? Seems as if this is now conventional thinking by the houses. Must be wrong:-)

BTW, thanks for the report.

BK
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