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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (2968)	6/18/1999 6:43:00 PM
From: Kevin J. Koons	Respond to of 5867

5X for a cycle play leaves room on the top and bottom, if you are having difficulty with buy and sell points. Guess this means first half calendar 2000.

To: Kirk © who wrote (2968)	6/18/1999 7:05:00 PM
From: Math Junkie	Read Replies (2) \| Respond to of 5867

My opinion: Take half off the table right before AMAT's earnings announcement. Take the rest off the table if Bob Brinker issues a bear market signal.

To: Kirk © who wrote (2968)	6/19/1999 1:57:00 PM
From: Thomas J Pittman	Read Replies (1) \| Respond to of 5867

I agree about the work.....Now is when I miss the life that used to exist on the SEMI: Blood.... thread. Especially a guy named Cary who started it. The best I have ever been able to figure is to use the psr and buy when it is nutso low and sell when it starts to get way out of line with historical norms. Havent done the analysis lately since we were in no danger of being high and all my buying had been done. Without look at the numbers, it would be mighty hard for me not to sell around 48-50.