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

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

LRCX 151.94

+1.1%

Nov 25 3:59 PM EST

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To: Duker who wrote (2592)	2/28/1999 1:54:00 PM
From: Proud_Infidel	Read Replies (1) of 5867

Duker, I was just going through some of the postings and am unsure what you mean by the two seemingly opposing views. This is the fundamental problem when stock ownership changes hands from the value guys to the momentum morons. The latter group is so vapid and foolish that they do not know how ridiculous they are. This sounds as if the momentum guys ran the stock up too high and yet further down you appear to believe that this correction is a tad overdone. when the stock price has sufficiently discounted the near-term (next 3 years) earnings power of this company ... and that price level doesn't begin with a six, a seven or an eight. We are once again witness to a market that is disconnected from reality. Am I reading this wrong or reading too much into this? It's a rainy Sunday here and I thought I'd nitpick:-) Brian

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