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

To: Donald B. Fuller who wrote (3727)	12/15/1999 10:37:00 AM
From: Proud_Infidel	Respond to of 5867

Donald, I am always wary of saying a stock is a strong buy when their 52 week low is 16 and they are trading near 90. However, LRCX is still unrecognized by the street for the most part and undeservedly so IMHO. The Lehman report yesterday was a prime example. They upgraded AMAT, KLAC, NVLS, and TER. Not a mention of LRCX. Our Lam recently won an etch order from STM to have 100% Lam etch however and are stilltrading at a discount to every other first tier semicap company out there. Their turnaround is not reflected in the stock price, and certainly not at these ever decreasing levels as we speak. I am holding my shares in anticipation of a cyclic high EPS of ~$7.50 and a stock price in the 250 range. Take this FWIW; probably not alot:-) Brian