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

To: Proud_Infidel who wrote (4468)	12/8/2000 10:17:43 AM
From: Red Heeler	Read Replies (1) \| Respond to of 5867

Add? Does add equal accumulate? And how do I add without buying, stock price appreciation? CC

To: Proud_Infidel who wrote (4468)	12/8/2000 10:46:20 AM
From: Jong Hyun Yoo	Read Replies (3) \| Respond to of 5867

Brian, these stocks are beaten so badly that we have little room for downside. LRCX along with other equipment stocks are trading at valuation at trough value of semiconductor downturn. However, Is current downturn a very extended one in nature? I highly doubt it. My feeling is that it could be slightly down to flat booking for maybe two to three Q. With possibility of reacceleration towards the latter part of next year, LRCX is a value good value. With Fed easing next year and oil price stablizing, economy should recover. As long as this is the situation, we should be looking at handsome gain if we accumulate at these levels.