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

To: FJB who wrote (3625)	11/11/1999 12:36:00 PM
From: Duker	Read Replies (1) \| Respond to of 5867

RG, That is one big nut for 12 inches: $2.45 billion. Bring it on! --Duker

To: FJB who wrote (3625)	11/12/1999 10:26:00 PM
From: Proud_Infidel	Respond to of 5867

FWIW, Fidelity Select Electronics has Lam in their Top 10 holdings. It's very unusual for a fund of this caliber to hold a tertiary name(ie not AMAT) as their choice for the equipment industry. They have been one of the top performing funds over all periods, so Lam as a top holding can only be viewed in a positive light. personal100.fidelity.com MICRON TECHNOLOGY INC ALTERA CORP MICROSOFT CORP ANALOG DEVICES INC MOTOROLA INC TEXAS INSTRUMENTS INC LSI LOGIC CORP LAM RESEARCH JABIL CIRCUIT INC LINEAR TECHNOLOGY CORP