SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?


To: Artslaw who wrote (4694)8/2/2001 7:04:49 PM
From: Pink Minion  Respond to of 5867
 
Anyway. . .was your point is that PSR of 0.5 is high with regard to bankruptcy, right?

Yes, but I'd also like to see it > the $5 a share so I could short it, but thanks for the list.

>>> I don't believe Craig Barrett any more than Jerry Sanders when it comes to calling a bottom

I don't believe anybody trying to predict anything. It reminds me of golf when you're sitting behind a tree. ALWAYS aim for the tree since you'll probably miss it.



To: Artslaw who wrote (4694)8/2/2001 9:18:54 PM
From: Proud_Infidel  Respond to of 5867
 
I'd like to see some data first--

So would I.....and everybody else. But if you wait to buy the semis until hard data is in that a recovery is taking place, my guess is that you will lose much more than 25%.

BK



To: Artslaw who wrote (4694)8/3/2001 1:21:14 AM
From: Kirk ©  Read Replies (2) | Respond to of 5867
 
Personally, I'm in no rush to buy semis. I don't believe Craig Barrett any more than Jerry Sanders when it comes to calling a bottom. I'd like to see some data first--won't cry if I miss the first 25% of the rise.

Since this the LRCX thread, perhaps I should point out that LRCX is up 110% YTD. You not only missed the train, but you showed up at the wrong station! :) (just pulling yer leg, don't get offended!)

Or do you mean the first 25% of the total rise? That actually makes sense... but if the low was $15 and the old high $60 (using round numbers) then at just over $30 LRCX is 33% of the way to the old high already.

JWEB (Do Juno how to make money by giving away product? In a good quarter you can NetZero)

THAT is funny!

What source do you use to do PSR screens?

Kirk out