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

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

LRCX 142.62

+2.2%

Nov 21 3:59 PM EST

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To: Proud_Infidel who wrote (1702)	1/6/1998 8:33:00 PM
From: John Cuthbertson	Read Replies (1) of 5867

Brian, Thanks once again for posting the link to the Michael Murphy article. I agree that the semiconductor equipment stocks have been beaten up more than is probably warranted. However, I really didn't think much of Murphy's "breezy" descriptions in the interview of how Wall Street works and why it gets it wrong on technology stocks sometimes; I don't think his description bears much resemblance to reality. Best of luck, ==John

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