LRCX this one looks good Message Board

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Technology Stocks : LRCX this one looks good

LRCX 160.99

+0.2%

3:59 PM EDT

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To: Phuong Vu who wrote (115)	3/2/1996 6:57:00 AM
From: J.M. Wong	of 142

It appears that way. We are at the bottom of the consumer buying cycle for computer-related products, so analysts are extrapolating current conditions into 1997. This is hardly reasonable, but you can't stop this psychology. Luckily, this psychology is alterable and tends to be short-term. What is more irritating is that the analysts cannot distinguish between companies that are driven by the mass consumer market and companies that provide the technology to keep businesses competitive and more efficient. This is a mindset that analysts just can't seem to break. Lumping true technology companies like LRCX and AMAT with consumer companies like Micron, Cirrus, and Compaq (which are basically commodity companies) is simply erroneous.

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