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

To: Jerome who wrote (4205)	7/26/2000 8:45:47 PM
From: Proud_Infidel	Respond to of 5867

Jerome, I rarely listen to the Q&A from the analysts, since they usually only try to get something that management doesn't want to give(ie AMAT and their breakown of revenue by category). Even though AMAT does not break this out, and at least one analyst asks each quarter, they invariably waste time trying again. They really never learn do they? I did stay on for the first question of the Lam CC though since he immediately went into the issue of component shortages, something I was curious about. BK