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

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

LRCX 151.94

+1.1%

Nov 25 3:59 PM EST

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To: BWAC who wrote (4941)	1/23/2004 4:53:56 PM
From: All Mtn Ski	Read Replies (1) of 5867

Good point and that may well be the case. I would add that the "secret" is out and the fund managers know where to get their gains from, semi equips can really perform, and they stumbled over themselves to buy those names before they were "allowed" to get to historical trough levels. Anyway, I don't want to come off as a basher, I have no position long or short in that sector right now, just trying to offer my opinion and not let expectations get too far out of hand that a long misses a good sell point here in 2004. They got into 'em early, so they might get out of 'em early as well. A-M-S

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