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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 (4689)	8/1/2001 10:37:38 AM
From: All Mtn Ski	Respond to of 5867

Brian, Good points, and perhaps its up up and away for the sector. I guess its different this time, the street loves the semis and its a "must own" area. I really wasn't thinking they would get to 1X sales, I agree that is too low, actually some of the smaller players like ASYT are near 1X sales. Perhaps those issues are the ones I should look at and the "leaders" like LRCX, NVLS and AMAT will retain their "premium" valuations. It will be interesting to see if they retain these valuations when the losses do hit. AMAT will provide a outlook on the 14th. Tom