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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 (4230)	7/28/2000 9:11:41 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Donald, Thanks for taking the time to update the lists. It's amazing to see the PEG rates for many of these companies trading where they are. Even AMAT is sub 1. I thought great earnings from companies like EGLS, VSEA, and ASYT would turn things around somewhat. It seems as if the selling only increased. The only thing to do now if one holds these stocks and believes the upcycle still has a long ways to go(as I do), is to weather the storm, add to positions during times such as this past week, and turn off CNBC. BK

To: Donald Wennerstrom who wrote (4230)	7/29/2000 2:14:38 PM
From: Proud_Infidel	Respond to of 5867

Parts shortages, ad costs hit Sony earnings yahoo.cnet.com Parts including electronic capacitors, liquid crystal displays and flash-memory chips have run short because of faster-than-expected demand for cellular phones and other consumer electronics. Sony said the situation is worsening and will affect sales and operating profit for the rest of the year. "We have a lack of microchip inventory, and we do not know when there will be enough supply," said Masayoshi Morimoto, Sony's corporate senior executive vice president. "We have to take into account possible loss of sales opportunities" through March 2001.