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

To: Proud_Infidel who wrote (3804)	1/6/2000 12:29:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Regardless, IMO it makes sense to ignore what rates are doing and simply hold great companies. Now THAT should be framed and put on a wall somewhere! i agree. All the fiddling we do here is to determine good profit taking and reentry points for the cycles these go through. I plan to hold my favorites in this sector (AMAT and LRCX) forever and just sell some when they get to be too large a percentage of my portfolio.

To: Proud_Infidel who wrote (3804)	1/6/2000 5:41:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Notebook-PC FPD revenue to increase by nearly 50% in 2000 By Jack Robertson Electronic Buyers' News (01/06/00, 02:34:49 PM EDT) Notebook-PC LCD-panel revenue will jump 45% this year to $9.95 billion, according to a forecast released today by market research firm DisplaySearch Inc. Strong demand and stable prices are sending revenue climbing faster than unit shipments, which DisplaySearch said will increase 22% in 2000 to 21 million panels. The Austin, Texas-based research company said Samsung Electronics Co. Ltd. remains the leading notebook-FPD supplier, with an estimated 21.4% global market share. LG.Philips LCD Inc. moved from third to second position with a 19.5% share, while Display Technology Inc., the joint venture between IBM Corp. and Toshiba Corp., dropped to third with a 19.3% share. DisplaySearch said Toshiba Corp. was the largest OEM notebook vendor with a 17.5% global share, followed by Quanta Computer Inc. with 12.%, Acer Inc. with 10.4%, and IBM with 9.2%. As expected, the latest survey showed sales of 14.1-in. panels are expected to jump 50% on a per-unit basis and 53% in terms of revenue between the third quarter of 1999 and the third quarter of 2000. DisplaySearch said 13.3-in. panels will continue to take a smaller share of sales, especially as the price gap narrows with the larger 14.1-in. screens. According to the report, the trend to15-in. and larger screens is expected to boost industrywide sales 19% on a revenue basis for the two-year period ending in the third quarter of 2001.