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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 143.23-2.9%3:59 PM EST

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To: Jerome who wrote (3991)2/29/2000 8:41:00 PM
From: Duker  Read Replies (1) of 5867
 
Guys,

At least pretend to show some fear. The atmosphere is a touch to euphoric for my tastes.

I am pretty comfortable on the sidelines. I'll try to save you some Gatorade and a spot on the bench ... but I can not promise you that there will be any left or any room when this goofy momentum game ends.

While you guys try to estimate the multiple to pay for LRCX's peak earnings, I'll stick with BRKb at 2x's cash.

--Duker
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