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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 222.48-0.2%Jan 20 3:59 PM EST

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To: Proud_Infidel who wrote (5230)2/17/2005 12:19:43 AM
From: 16yearcycle  Read Replies (1) of 5867
 
I am sorry, Brian. Its probably been too long.

I was being sarcastic which is actually common for me. Lam's stock out performance of amat, over any given time frame, means nothing as far as I am concerned, with regard to the underlying business. Since I think it is ridiculous to compare lam and amat I though comparing it to tasr was even "better."
Like Cary, I made a ton of money on Lam so I have no grudge there, but I never mistook it, LRCX, for the quality of klac, amat or nvls
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