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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 159.13-4.4%Nov 11 3:59 PM EST
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To: Cary Salsberg who wrote (5509)7/20/2006 12:00:12 PM
From: Kirk ©  Read Replies (2) of 5867
 
yup, I agree. I think ASML had the best report of all I've read about since orders are still going up... rather than simply moderating.

Analysts remember 2000 and how they were hitting new records for sales while orders fell off a cliff. If they had a braincell, they'd look at Gotfried's charts and see we don't have the same capacity problems today and the consumer electronics boom is one big reason.
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