Kirk's Market Thoughts Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts

COHR 191.00

-0.1%

2:41 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Return to Sender

To: y2kate who wrote (17569)	12/9/2023 9:08:47 PM
From: Kirk ©	1 Recommendation of 26856

Thanks. I can still remember the conversation with a fellow IC design engineer, Eugene, that helped me understand that etch would be a very high growth area for IC fabrication in an industry that was going to explode... then match it with a company near the bottom of a downturn buying a small company I owned that had the CEO who left AMAT when he didn't get Morgan's job when he retired... and I put a month's pay into it... LRCX, what a great pick that would have been in 1998!! I still have one third of my original shares if you count the few shares I've managed to add to my IRAs trading the volatility. It is pretty cool to get a dividend per share today over 2x what I paid for each share! You know, if you search for my posts about LRCX back in 1998 and 1999, you'll see a few of the major posters at the time really didn't like the stock so stick to your SMCI guns if you find reasons to own like I did with LRCX. Oh, I believe Lam was one of the first major companies to have its exceptional, female CFO speak and get credit during conference calls I listened to. It was really ahead of its time... Get a free sample here: Kirk Lindstrom's Investment Letter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next