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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 (4289)8/10/2000 5:05:47 AM
From: Dale Stempson  Read Replies (1) | Respond to of 5867
 
Don, I wouldn't mind seeing slower growth rates going forward if we were to experience a smoothing out of the chip cycle. It appears contributing factors are changing. The chip sector is not as PC dependent as in past cycles. Consumer electronics and telecom applications are providing diversification of demand. We're also finally beginning to see the transition to 300-millimeter.

Slowing will certainly come sooner or later, but perhaps it will be far less extreme. I believe the fear of a major downtrend has been overdone thus far with folks having raced to be the first ones out. While I'm not expecting the stock to rocket back up in the near term, I wouldn't be surprised to see an uptrend in price as fear becomes offset by greedy value players. <g>

In any case, here's the link to a positive Morningstar article: biz.yahoo.com (I think this more accurately reflects consensus opinion than what Fitzgerald had to say)

Regards - Dale



To: Donald Wennerstrom who wrote (4289)8/10/2000 7:07:11 AM
From: orkrious  Read Replies (1) | Respond to of 5867
 
Donald, Fitzgerald has made some of the most informed comments I've ever heard on CYMI CC's. (He reminded me of myself on occasion after I've had two large glasses of wine.) <VBG> Further, I note that interview occurred prior to last night's AMAT CC. It shows his level of intelligence, recording something like that just prior to the CC. He must have thought he'd come across as being pretty sharp if the CC was just so-so.

Jay


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