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

To: Kevin J. Koons who wrote (4053)4/1/2000 7:04:00 PM
From: Jong Hyun Yoo  Respond to of 5867
 
Thanks Kevin for your notes..
IT seems like many people on the wall street are
looking for the value stocks and selling their high fliers.
In the tech sector and specifically semi equipment sector,
I believe that LRCX has the best value..If LRCX attain
PE of $2.00 next fiscal yr.., which is conservative in
my view, LRCX is trading just above PE of 22 at current
price. People will eventually recognize this fact.


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