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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 (3988)2/29/2000 1:55:00 PM
From: Kirk ©  Respond to of 5867
 
Yes Brian.

I sold a small amount at $80 to get my investment back after an 8x gain... and I had to pay taxes on it for 1999! Ouch!

I guess I SHOULD sell a small amount again if we hit $160? 8)

suite101.com

Do an earnings analysis.... $5 next yr?
Seems conservative enough...
then growth rate...40%
Price @$150
p/e = 150/5=30
PEG=30/40 = 1/3 of that of the S&P500???

Even if we use $3 for 2000 earnnigs and a 40% growth rate, the PEG is still only $150/3/40=1.25

S&P500 has a PEG of roughly 2.3

Just a back of the envelope calculation, but it seems that this stock is STILL darned cheap.

Nice chart
chart.neural.com

eh haw!