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

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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: Duker who wrote (4059)	4/10/2000 8:50:00 AM
From: Jerome	Read Replies (1) of 5867

>>Valuations et.al.<< Duker, some patterns in this group are worth observing. Whereas everyone that invests in this group has a favorite stock that is felt to be undervalued, (COHU, KLIC, CFMT, SVGI etc)the money (mutual funds) is flowing to a few favorites. (AMAT, KLAC, NVLS, LRCX) Mt strategy here is to unload part of my undervalued favorites and add more to the above four. Risky, yes. At some point in time I will reverse the situation and get back to my undervalued favorites. My way to manage this is to buy deep in the money calls on the undervalued stocks, then sell the stocks and buy the above four. If the favorite four rise too fast in any given month a covered call (out of the money) will provide some downside protection. If a market meltdown happens, nothing will save anything. Regards, Jerome

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