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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

LRCX 150.32

+5.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (4766)	2/25/2002 11:14:29 AM
From: Kirk ©	Read Replies (2) of 5867

Mr. Pink goes short. Message 17103388 This guy seems smarter: Message 17106171 Mr. Pink, Aren't there better semiconductor shorts? 1/3 of Lam's valuation is in cash. If you back out the cash, Lam is only trading at ~12x peak earnings. Isn't MU a more obvious short? To me, it looks like LRCX is near the bottom of its trading channel... a few more shorts like this guy and I might get to buy back some shares I sold at ~$30.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next