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Technology Stocks : LRCX this one looks good
LRCX 157.46-2.2%Oct 31 9:30 AM EDT

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To: William Markunas who wrote (87)2/22/1996 2:53:00 PM
From: Amir Shalit   of 142
 
LAM didn't release an independent Book to Bill but their new order
rate must be very high. Their new bookings are 20% higher than last
quarter. LRCX is more voletile than most other equipment makers. That's
the only reason why it moves more or less than the others. When the
indusry recovers it should do better than all the others based on
stronger fundamentals relative to price. My 12 month target is 100 !
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