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


To: Kirk © who wrote (3300)9/7/1999 5:59:00 PM
From: Jong Hyun Yoo  Read Replies (2) | Respond to of 5867
 
Kirk, I am very happy for you that you are making
a lot of money with LAM. You deserve it after all.
You realized LAM was a true gem when it was hovering
aroung $10 a share and had courage to grab some shares.
Now that LRCX has set another 52 week high, you might be
tempted to take some profit. Maybe you should if that
makes you feel more comfortable.

However, I feel that LRCX has a lot of gas left and
think you should hold onto majority of your holdings.
You were buying LRCX early last year because you
thought you were getting ruby at a dirt cheap price
from people who thought LRCX was a worthless stone.
But look at your ruby more carefully. It is not ruby
but it is diamond. You don't want to sell diamond at
a price of ruby, do you? Good luck with your investment!



To: Kirk © who wrote (3300)9/7/1999 8:35:00 PM
From: Math Junkie  Respond to of 5867
 
Re LRCX: I wish I still had some, but it just wouldn't have been sane to keep so much of my portfolio in semi equip stocks, given that I just quit my engineering job.