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

To: Cary Salsberg who wrote (3995)	3/1/2000 10:46:00 AM
From: Duker	Read Replies (2) \| Respond to of 5867

Cary, Don't mean to dampen the soiree. I looked back and have only posted a couple of times in the last 120 posts. I still own some LRCX (it is a very small position that I bought a touch over a year ago ... 20% is much better than 39.6%). I think it is always useful and rational to discuss valuation -- both at the peak and in the trough. Moreover, I don't think that I am more credible than anyone else here. If you need evidence of that, visit HMN, CBT, NKE, MAT, and/or BRKb -- all stocks that haven't exactly 'worked' thus far ... though this is not a sprint ... it is a marathon ... and value will out!!! For all I or anyone knows, this cycle will last a decade ... or it ended yesterday ... who knows. I just wanted to dampen the unbridled optimism ... anything unbridled is by definition a bit unsettling! --Duker