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

To: FJB who wrote (4196)	7/24/2000 6:39:12 PM
From: Proud_Infidel	Respond to of 5867

You and I know the upturn is far from over, but the masses are not convinced. There is an odd psychology to the market lately where even good news is interpreted as bad. Until that changes, rising IC prices don't mean much. I am very frustrated that the analyst community is so myopic; they see this cycle as a virtual carbon copy of the last. Without looking at what is driving it(broadband, internet and wireless), they will never come to see how strong this cycle truly will be until it is past them. BK