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

To: Jerome who wrote (4272)	8/4/2000 9:54:02 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Jerome, Lehman is on the right side. So am I, but yet I seem to be losing money in a most dramatic fashion:-) I often wonder why this sector will sell off on KLIC news when it says explicitly in the release that the customer would take it if they had the room.(I am paraphrasing of course) They(the semis) are expanding as fast as they can and still cannot meet demand. But the question must be asked of why these stocks are off 60%, when business conditions are better than they were when they were at their peaks? Lack of understanding of the sector? A memory of the last downturn by scarred(and scared) investors? Analysts who don't truly understand the sector like a Sue Billat? People who are determined to sell at the first hint of a slowdown? If one wanted to I guess there are many reasons to sell this sector. I'm going mountain biking this weekend and hopefully forget all of this ignorance. Perhaps we'll see logic and reason in this sector again sometime soon. Brian