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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 (3243)8/14/1999 11:32:00 AM
From: Kirk ©  Read Replies (1) | Respond to of 5867
 
Let's not forget that in JB's opinion, the actual recovery will not begin until '00 and last approx 3 years. So keep some of that exhuberance bottled up- you're gonna need it<g>.

yes, but we thought all was rosy a few yrs back when I came in at under $30 and rode it to $65 in short time thinking I was so smart.... then we saw $8 3/8ths...

I'd take a bit of profits if this company is now a large portion of your portfolio - just in case we get submarined again. If under the magic 4% rule.... not to worry! Bring one those triple digit prices for the future! With a stock running this well and looking so undervalued compared to others in the sector AFTER A 7 FOLD PRICE INCREASE from the bottom, one could argue letting it go to a higher percentage of a portfolio if you like to play dice.

Roll-um Chumley, we're on a streak!



To: Proud_Infidel who wrote (3243)8/17/1999 3:03:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 5867
 
Brian, your prediction that that fund manager was going to have his head handed to him within a year for shorting Lam last May was a little off.

Only took two months! <g>