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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 139.60-6.2%3:59 PM EST
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To: Dale Stempson who wrote (4285)8/9/2000 11:09:48 PM
From: Donald Wennerstrom  Read Replies (2) of 5867
 
After the good report by AMAT today, particularly with respect to the growth prospects over the next 6 to 18 months, you would expect some enthusiasm from the analysts. Not Mark Fitzgerald, Managing Director of Semiconductor Research at B of A Montgomery. I am paraphrasing as follows:

1. Shouldn't buy AMAT now.

2. There are slower growth rates ahead.

3. Better opportunity to buy AMAT 6 to 9 months from now.

You can hear it for yourself at:

siliconinvestor.com

Don W.
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