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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 (4718)	10/17/2001 4:11:53 PM
From: Ian@SI	Read Replies (1) \| Respond to of 5867

and Lam Research Corp. (NasdaqNM:LRCX - news), whose order backlog from the semiconductor industry has declined. Actually, for the just reported Q, backlog went up marginally; and is expected to increase in the current Q.

To: Proud_Infidel who wrote (4718)	10/17/2001 4:33:49 PM
From: BWAC	Respond to of 5867

<if one isn't buying here, exactly when will they be buying? > And Janus. I know I know I know!!!! They'll be buying when you are ready to start selling. Maybe around $40.

To: Proud_Infidel who wrote (4718)	10/17/2001 5:59:20 PM
From: Kirk ©	Read Replies (2) \| Respond to of 5867

Good Contrarian: Janus 2, a growth fund, has struggled since its inception in late December. Year to date, the fund is down 29 percent, pushing assets under management to $363 million as of the end of September. It is performing in the bottom half of large-cap growth funds, according to tracking service Morningstar Inc. and has trailed the S&P 500 index, which is off about 17 percent this year. Why would I give a crap what this guy is doing other than for a contrian viewpoint? :) ' Let me guess... He bought LRCX and NVLS AFTER they had their huge runs in January and he didn't want to miss the boat? Lam was up more than 100% at one time this year (yeah, I sold a few shares there over $30...) and has since come back to Earth. It is STILL one of my best performing stocks YTD.