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

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

LRCX 142.62

+2.2%

3:59 PM EST

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To: Donald Wennerstrom who wrote (4294)	8/10/2000 1:11:05 PM
From: All Mtn Ski	Read Replies (1) of 5867

Donald, There may be logic chips, but certainly no logic in the stock market! Even when the Street is beat over the head with empirical evidence, they still don't get it. My fear is that the Street holds back these stocks for 12 months, all the while companies report great earnings, but when the slowdown does occur, the Street then says "I told you so". Disappointed, but the fundamentals remain strong. The DRAM spending cycle AMAT alluded to in the cc should benefit LRCX greatly in the next several quarters. Cheers, Tom

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