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

To: Proud_Infidel who wrote (3146)7/29/1999 10:53:00 PM
From: Leland Charon  Read Replies (3) | Respond to of 5867
 
Brian,

What other chip companies are involved in the same area of the business as LRCX? I am wondering if there is another company that may go up in sympathy with LRCX??

Leland



To: Proud_Infidel who wrote (3146)7/29/1999 10:53:00 PM
From: Bob Kim  Read Replies (1) | Respond to of 5867
 
Brian, Do you recall if the Merrill Lynch analyst said or asked anything notable on the CC. IMO, he's been unjustifiably negative toward LRCX. I wonder if he'll be forced to change his tune.

Bob


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