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

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

LRCX 161.43

+1.4%

Nov 12 3:59 PM EST

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To: Proud_Infidel who wrote (4153)	7/6/2000 3:31:21 PM
From: Kirk ©	Read Replies (1) of 5867

I didn't catch his name, but an analyst for the semi industry (Indian guy in SF but not Dan Niles) was just on CNBC and listed 4 stocks he likes for 70 to 90% appreciation in next 12 to 18 months. Of course, I liked him as he said the sector was over correcting as it was already in a good correction. He says semiconductor unit growth was the CORRECT indicator to predict the slowdown in the past two cycles and there is no slowing projected, just a slowing in a very high rate of growth. (2nd derivative). [my comment: Good thing most don't understand derivatives so we get to profit!] I got 3 of the 4 names he liked the most: Credence (CMOS), AMAT, LRCX and one other. finance.yahoo.com Sorry I missed the 4th but I figured the LRCX mention was worth a post. Kirk out

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