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

To: Duker who wrote (3996)	3/1/2000 10:55:00 AM
From: Proud_Infidel	Respond to of 5867

Duker, I must admit that some of your recent posts dampened my optimism a bit since you have always been the paragon of logic and reason. I still believe that this cycle will last longer than previous ones, but my outlook needed to be tempered a bit. BTW, you have been selling LRCX....are you doing the same with VSEA? You can PM me if you wish or tell me to scram:-) Brian

To: Duker who wrote (3996)	3/1/2000 12:47:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 5867

Duker, I suspect that Cary's comment to you was at least partially tongue in cheek if not fully so. About 30% ago, he said he was within 10% of dumping his holdings. Nothing like a strengthening up cycle to change one's mind. ;^) Seriously, if the up leg continues with growing orders for the next 3 years or more, the stock prices are going a lot higher regardless of anything that you, Cary or anyone else posts to these threads. And if orders fall off due to falling demand growth not sucking up all capacity expansions, there's nothing anyone can say here to prop up the prices. And right now the market sees the former going on for as long as the mind can imagine. FWIW, Ian.