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

To: Sam Citron who wrote (2986)	6/21/1999 3:03:00 PM
From: Ian@SI	Respond to of 5867

Sam, Thanks for taking the effort [twice even] for such a complete explanation of the strategy you employ and the risk you're willing to take. RE: Naturally I should have stayed the course and done what Cary and you did. I am still learning! If I can be confident about anything in this sector, it's that prices will go much higher than today's level; and there will be another opportunity to buy these companies for PEs much less than their growth rates. ... and the latter will probably happen much sooner than I think. :-( Ian.