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

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

LRCX 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Stock Watcher who wrote (1715)	1/9/1998 5:01:00 PM
From: Kirk ©	Read Replies (1) of 5867

You make good points. I think the "day of reconning" will come when we have a real bear market and COKE falls to reasonable valuations and AMAT/LRCX falls alot less sincethey are already there....unless they have a run up on overexcitement about the future (300mm as we had). 14% interest -> p/e 7 6% interest -> p/e 21 4% interest -> p/e 23??? who knows? Get too far out of whack for a given interest rate and you are subject to getting hammered on a correction. Coke, DIS, razor blades, et. al. will not be immune. Kirk out suite101.com

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