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

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

LRCX 155.79

-3.4%

Nov 4 3:59 PM EST

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From: etchmeister	4/11/2008 3:05:31 PM
	Read Replies (3) of 5867

Samsung is practically at 52 week high while Wallstreet is shitting bricks. Unfortunately all the talk about "strong US$" turned out only to be smoke and mirrors which keeps probably foreign money away from US equities because the US$ depreciates faster than price of equities grows. Both SNDK and Sammy are big NAND names and interestingly SNDK had some of the best gains - to certain extend some kind of "arbitrage". Memory pricing appears to stabilize; MLC NAND contract shoed some nice gains. dramexchange.com 3 1/2 months ago BofA downgraded INTC - huge number of calls got zapped - now the come back and upgrade. finance.yahoo.com

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