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

To: Duker who wrote (2999)	6/22/1999 9:37:00 AM
From: Kirk ©	Read Replies (2) \| Respond to of 5867

re:Should I put in my protective stop losses in around $10? Funny... yeah, a 4 bagger is nice! I do a portfolio as a writer for a newsletter and I have a $40 stop loss in now for the original investment so I can claim a 4 bagger on the original investment from here to eternity! More importantly, I got myself and a woman "I'm very fond of" in at $12 and I bought even more at $10. I also had some shared from before its last run with a basis in the maybe $30. All these non-newsletter shares we are letting ride. I figure this is one of those companies, that if picked right, can use the Warren Buffett style of investing... buy and never sell except to reallocate risk or get some spending money! I still believe that if it did $65 in the last cycle then LRCX can do even higher early in this cycle since its cost structure is so much better now. I look for these numbers to be hit once we reach profitability and the visibility to the analysts is clearer. Yippee!