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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (4001)	3/1/2000 3:46:00 PM
From: Ian@SI	Read Replies (3) of 5867

Cary, I can understand that. I now hold only 5 Chip Equipment companies and only 2 chip companies. I've migrated much of my holdings to cash, biotechs (those that actually have real products well into the pipeline for New Drug Approval - check out ALXN's action and you'll understand my euphoria.) and communications equipment companies. While the largest % gains may be behind us, I still believe that the largest magnitude gains are yet to come. 3 of my 5 Semi Equipment positions should outperform once 300 mm activity picks up (presumption that this will happen at 0.13æ or smaller feature sizes and with copper). I won't sell much more until we get to that stage. And I won't sell any of my PRIA until well after the 300mm rollout has picked up a full head of steam. Hope all remains well with you, Best regards, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next