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: Ian@SI who wrote (3998)	3/1/2000 2:07:00 PM
From: Duker	Read Replies (1) of 5867

And right now the market sees the former going on for as long as the mind can imagine. ... and in those words I sense the healthy cynicism that makes for a shrewd investor in this sector. 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. I can say with a high degree of certainty that what is posted here, along with what Gunnar Miller/Sue Billat/Bret Hoddess/Eliot Rogers/David Faber/Mark Haines/Brett Farve/Pedro Martinez say, has very little impact on the nature of the WFE cycle!!! [Now the musings of Craig Barret, James Morgan, Rick Hill, Jim Bagley, et. al. ... that's a different story ...] --Duker

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