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


To: Kirk © who wrote (3979)2/24/2000 6:03:00 PM
From: Jerome  Respond to of 5867
 
Kirk, I believe that SSB had LRCX as a top pick for the last few weeks. The $191.00 price target was also in that release. Customers got confused and bought AMAT instead. (BG)

I would expect a modest run up a few days before the stock split. And a larger one after earnings are released.

Jerome



To: Kirk © who wrote (3979)2/25/2000 2:10:00 AM
From: Jong Hyun Yoo  Read Replies (2) | Respond to of 5867
 
Kirk, I believe the info you have found from Yahoo
thread is one of the report issued by SSB. LRCX is their
top pick for 2000 in the semiconductor equipment space.

I believe that the $40 price gap between AMAT and LRCX
is unwarranted and should close towards the next earning
release. Hang onto this one. We shall be rewarded for
our patience.