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

To: Duker who wrote (3434)	10/19/1999 10:18:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Duker, Sometimes I wonder about this market. Lam is trading at a below market multiple in this type of environment:The growth will be limited by our ability to supply volumes," Ryde noted. "Every time TSMC meetings with its major foundry customers, capacity forecasts are greatly increased, he said. Some unit forecasts have been increased by as much as 20% for the fourth quarter over August projections, Ryde added. What will it take before the smaller companies like Lam get the respect they deserve? BK