SI
SI
discoversearch

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

To: Ian@SI who wrote (2980)6/20/1999 10:32:00 AM
From: Sam Citron  Read Replies (1) | Respond to of 5867
 
Ian,

After tasting the first ten-bagger in my thirty+ year investment
career in an internet music company (all within a period of less than a month this spring), I have temporarily forsaken the vineyards of these slower-producing varieties <G> to dabble in certain "internut" crops.

It has been an interesting lesson for me in the application of nontraditional valuation metrics.

Sam



To: Ian@SI who wrote (2980)6/20/1999 11:07:00 AM
From: Sam Citron  Respond to of 5867
 
RE: A cyclical industry out of phase with semi-equips

I have not yet researched this subject, but I would think that enterprise software and deep water drilling services might be appropriate this cycle.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News