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

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

LRCX 178.07

+0.4%

Dec 26 9:30 AM EST

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To: All Mtn Ski who wrote (5398)	10/28/2005 2:18:48 PM
From: Kirk ©	Read Replies (1) of 5867

"We MAY even have a recession sometime in 2006." I have three names that say no recession in 2006 Katrina Rita Wilma Remember there are millions of people that need new homes and cars that use electronics.... so it won't all be wood and concrete that boosts GDP in Q2 -Q4 in 2006. I think the weak quarters would be the current one and the next one as we pay high gasoline and heating bills. But the damage was in the Gulf where they can build during the winter so trades people from Fargo, ND who might take a vacation in the Winter now have plenty of work. Right now, I have three different stocks that I managed to sell at higher levels recently that are now moving up off their lows... so I might miss buying these three back. That is why I trade around core positions... I have added to CACS which remains a fat pitch I think. ANother I like, FNSR, is up 7% today... If it was down that much, it would have hit or been close to my mental buy point... oh well.

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