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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 162.25-1.7%Nov 6 3:59 PM EST
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To: Donald Wennerstrom who wrote (4230)7/28/2000 9:11:41 PM
From: Proud_Infidel  Read Replies (1) of 5867
 
Donald,

Thanks for taking the time to update the lists. It's amazing to see the PEG rates for many of these companies trading where they are. Even AMAT is sub 1. I thought great earnings from companies like EGLS, VSEA, and ASYT would turn things around somewhat. It seems as if the selling only increased. The only thing to do now if one holds these stocks and believes the upcycle still has a long ways to go(as I do), is to weather the storm, add to positions during times such as this past week, and turn off CNBC.

BK
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