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

To: Donald Wennerstrom who wrote (4187)	7/22/2000 9:34:10 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 5867

This is the same data sorted by next years PE. Note that LRCX nows sports a next year's PE of 12 yet was down 31 percent for the week. 7/14/00 7/21/00 NEXT SUM LONG CLOSE CLOSE PERCENT YEAR 2 YR TERM SYMBOL PRICE PRICE CHANGE PE EARN GROWTH COHU 25.50 22.88 -10 8 5.10 20 KLIC 64.19 46.75 -27 9 9.01 19 EGLS 22.50 19.88 -12 9 4.44 20 ASYT 36.50 27.12 -26 12 4.03 26 LRCX 37.94 26.25 -31 12 4.02 22 SMTL 18.30 16.12 -12 13 2.17 15 CMOS 56.31 46.69 -17 14 6.01 24 HELX 40.06 34.03 -15 14 4.28 25 IMSC 19.00 16.38 -14 14 2.15 20 MTSN 27.88 24.88 -11 15 2.67 25 GSNX 31.38 25.12 -20 15 2.70 23 SVGI 30.75 28.25 -8 16 2.88 17 FSII 21.75 18.62 -14 17 0.94 22 CYMI 49.50 40.62 -18 17 3.89 38 ATMI 49.69 32.62 -34 17 3.23 28 TER 77.75 68.75 -12 18 6.96 24 PLAB 31.38 26.38 -16 18 2.34 22 DPMI 78.25 70.81 -10 18 6.68 20 LTXX 34.88 29.25 -16 18 2.41 35 NVLS 64.25 54.75 -15 20 4.92 28 KLAC 62.00 50.44 -19 21 4.43 25 BRKS 65.75 56.25 -14 21 4.25 24 AMAT 88.69 78.12 -12 23 5.74 24 PRIA 69.38 54.94 -21 24 3.36 28 SFAM 20.00 20.00 0 25 1.69 23 UTEK 17.88 19.00 6 26 0.89 27 VECO 97.88 81.62 -17 30 4.18 25 TGAL 6.25 7.25 16 32 0.02 20 NANO 45.00 41.12 -9 33 2.20 25 ASML 45.88 44.00 -4 36 2.04 27 PHTN 83.62 68.88 -18 48 2.60 32 WFR 18.62 17.94 -4 -1.25 20 CFMT 13.69 11.94 -13 -2.58 20 TOTAL 1452.40 1227.65 -15 19 108.40 SOX-X 1239.11 1082.51 -13 COMPQX4246.18 4094.45 -4

To: Donald Wennerstrom who wrote (4187)	7/23/2000 9:46:56 AM
From: Jerome	Respond to of 5867

Don, thanks for providing the data. In the past a small investment in the lower tier stocks ( Now LRCX, KLIC ASYT)has paid off nicely. The following chart illustrates that LRCX is out of step with the rest of the group. siliconinvestor.com If the news were poor it would be a warning sign. But that is not the case for the next few months. Thanks Again, Jerome

To: Donald Wennerstrom who wrote (4187)	7/28/2000 7:27:29 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 5867

This is an update of results for the past week. The blood bath continues. For this week LRCX is at the top of the list when sorted by percent gain/loss. Another column has been added which shows next year divided by the long term growth estimate. Earnings and growth rates taken from latest listed data from Zacks on the internet. There is always a little delay in the update of some of the data. 7/21/00 7/28/00 NEXT SUM LONG CLOSE CLOSE PERCENT YEAR 2 YR TERM SYMBOL PRICE PRICE CHANGE PE EARN GROWTH PE/G LRCX 26.25 28.00 7 13 4.01 22 0.59 IMSC 16.38 16.88 3 14 2.18 20 0.69 KLAC 50.44 50.94 1 21 4.49 25 0.84 CYMI 40.62 41.00 1 17 3.92 38 0.45 GSNX 25.12 24.38 -3 14 2.95 23 0.58 SFAM 20.00 19.38 -3 19 1.89 23 0.84 KLIC 46.75 44.44 -5 8 9.36 19 0.42 EGLS 19.88 18.88 -5 9 4.28 20 0.44 AMAT 78.12 74.00 -5 22 5.73 24 0.91 NVLS 54.75 51.50 -6 18 5.19 28 0.63 PLAB 26.38 24.00 -9 16 2.32 22 0.76 ASYT 27.12 24.41 -10 10 4.27 26 0.39 CMOS 46.69 42.00 -10 12 6.04 24 0.51 HELX 34.03 30.50 -10 12 4.35 25 0.48 VECO 81.62 72.25 -11 27 4.09 25 1.07 UTEK 19.00 16.75 -12 21 0.94 29 0.75 TER 68.75 59.88 -13 15 7.14 24 0.61 SVGI 28.25 24.56 -13 14 3.01 17 0.80 WFR 17.94 15.50 -14 -1.25 20 0.00 SMTL 16.12 13.69 -15 11 2.17 15 0.71 TGAL 7.25 6.12 -16 27 0.02 20 1.33 DPMI 70.81 59.75 -16 15 6.69 20 0.76 ASML 44.00 36.94 -16 28 2.12 26 1.11 FSII 18.62 15.50 -17 12 1.14 22 0.57 NANO 41.12 33.38 -19 27 2.24 25 1.07 PHTN 68.88 55.88 -19 38 2.63 32 1.21 BRKS 56.25 45.50 -19 17 4.25 24 0.71 COHU 22.88 17.94 -22 7 5.10 20 0.33 ATMI 32.62 25.19 -23 13 3.23 28 0.49 CFMT 11.94 8.94 -25 -2.79 20 0.00 PRIA 54.94 41.00 -25 18 3.37 28 0.64 LTXX 29.25 21.44 -27 13 2.41 35 0.39 MTSN 24.88 18.00 -28 11 2.79 25 0.43 TOTAL 1227.65 1078.52 -12 16 110.28 SOX-X 1082.51 957.28 -12 3.24 COMPQX4094.45 3663.00 -11