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

To: David Pletcher who wrote (3668)11/23/1999 1:15:00 PM
From: Henry Eichorszt  Read Replies (1) | Respond to of 5867
 
Abn Amro on AMAT-downgrade from buy to outperform, forecast for wafer equipment
sepndig is for 99 to grow to $18 billion, 00 $22 billion,

Prudential on AMAT-reiterates buy, raised
target from $90 to $105



To: David Pletcher who wrote (3668)11/23/1999 1:52:00 PM
From: Duker  Read Replies (1) | Respond to of 5867
 
<<Lam was the worst performing stock I ever owned.>>

LRCX is the worst performing stock that I ever owned also. I feel your pain!

My six bagger in LRCX can't hold a candle to my only other only other stock investment -- IPO shares of JNPR at $34 ... an 8+ bagger.

<g>

--Duker, talking out of my behind



To: David Pletcher who wrote (3668)11/23/1999 3:16:00 PM
From: brushwud  Respond to of 5867
 
They didn't earn a few pennies--it was $.58 last quarter.
You won't see them in the teens if they keep doing that.
They were disappointing for a while, but with their new
management, things have changed. Bagley is the real deal.
That doesn't repeal the business cycle, but there's a
definite uptrend.


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