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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 (3973)	2/22/2000 8:37:00 PM
From: FJB	Read Replies (2) \| Respond to of 5867

Wow, I don't believe anyone was anticipating a number that strong. Bob

To: Proud_Infidel who wrote (3973)	2/23/2000 5:23:00 PM
From: Jong Hyun Yoo	Read Replies (2) \| Respond to of 5867

The business environment for semiconductor equipment industry is stunningly robust. I had a chance to talk to some folks in this industry and they all said that they are really stretched with the internal resources to get the order out of the factory. Yet, many of these company especially LRCX has not been increasing its headcounts and are very carefully managing the spending levels. We have a tremendous earning surprise in store for us this year ! I firmly believe that the business condition will remain robust throughout this year. This is equivalent to eternity in this business as we traditionally have very poor business beyond a couple of Q's. Even though we had a very good runup in LRCX, I still contend that we can see major upside increase from the current level. I am still holding onto my shares.