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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 (4679)7/26/2001 11:37:38 AM
From: All Mtn Ski  Read Replies (1) | Respond to of 5867
 
Brian,

I guess Lam is going lower if Pru is issuing a buy. I think they are one of the best contrarian houses on the Street. And I still stand by my position stated several weeks ago on this thread that the equips don't see a meaningful pickup in their biz until 2Q 2002, but their stocks start to move, after another dip down, late Fall 2001.

Tom "2 cents" Toxby


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