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

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

LRCX 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Duker who wrote (3996)	3/1/2000 12:47:00 PM
From: Ian@SI	Read Replies (1) of 5867

Duker, I suspect that Cary's comment to you was at least partially tongue in cheek if not fully so. About 30% ago, he said he was within 10% of dumping his holdings. Nothing like a strengthening up cycle to change one's mind. ;^) Seriously, if the up leg continues with growing orders for the next 3 years or more, the stock prices are going a lot higher regardless of anything that you, Cary or anyone else posts to these threads. And if orders fall off due to falling demand growth not sucking up all capacity expansions, there's nothing anyone can say here to prop up the prices. And right now the market sees the former going on for as long as the mind can imagine. FWIW, Ian.

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