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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 171.08-1.6%Dec 31 3:59 PM EST

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To: All Mtn Ski who wrote (5362)7/21/2005 1:54:05 PM
From: Proud_Infidel  Read Replies (2) of 5867
 
Re: The economy is weaker than is reported and eventually the true fundamentals will trump the "hype". That is why I think IC sales may top off in 2005 and move lower in the 2006-2007 timeframe.


Calling it "hype" does not make it so. People are much more conservative with their IT dollars today, and still we see IC sales well surpassing the 2000 highs.
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