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

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

LRCX 156.71

-3.4%

2:00 PM EST

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To: Proud_Infidel who wrote (4231)	7/29/2000 11:31:14 AM
From: Cary Salsberg	Read Replies (1) of 5867

Brian, I guess that I read more of your posts on various semi-equip threads than any other threader and I appreciate the great contributions you make. I have stated my views on the semi-equip situation and I am sure you know them, so I won't repeat them. I am writing to discuss your comment "...add to positions..." From reading your posts, I gather that you are fully invested and have been using margin. You also seem to take the market's behavior and analysts' comments as personal affronts and your response is to buy more of the "bargains" it and they have created. My conservative investment behavior might be because I am almost twice your age, or it might be because the years have taught me something, but I would suggest "don't fight the tape" and forego some of the gains you will achieve if you are correct by increasing your protection against the consequences if you are wrong. Good Luck! I am routing for you! Cary

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