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

To: Bill Cotter who wrote (4772)	2/26/2002 9:44:04 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Hi Bill, Yes, it is up to date and I currently hold positions in all and am adding to some. AMAT and LRCX comprise a very large percentage of my holdings and should give my portfolio a big boost whenever the equipment market turns up(I believe later this year). EMC, MCDT, GLW, and JDSU are relatively new positions all initiated since last June. I always wanted to have EMC, GLW, and JDSU in my portfolio(since 98) but they were always too expensive; this downturn has allowed me to add positions that I never would have otherwise. GLW is trading at 1992 levels- even before the internet became a household world and the world of fiber optics was relatively unknown. I plan on using my tax refund to buy more KLIC, assuming it stays near current levels. Even though there is much talk of the equipment sector being overvalued, I believe just the opposite is true using LT smoothed earnings and revenue for the companies I hold. RTEC is probably the riskiest holding I have in that it is somewhat pricey and is going up against some formidable competitors who do not like to lose. Regards, Brian

To: Bill Cotter who wrote (4772)	2/27/2002 12:05:41 PM
From: Proud_Infidel	Respond to of 5867

DRAM contract, spot prices show steady rise By Kwon Yong Wook EE Times (02/27/02 11:28 a.m. EST) SEOUL, South Korea — Spot prices for DRAMs have risen rapidly since Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc. increased DRAM contract prices. The two companies reported they have succeeded in raising the supply price of 128-Mbit memory chips by 19 to 25 percent. As a result, 128-Mbit chips that previously sold for around $4 are reaching almost $5. Meanwhile, the price of 128-Mbit synchronous DRAMs rose by 7 percent by mid-February on the Asia spot market. Since January, Samsung's semiconductor operation has returned to profitability. Hynix said it also expected to make a profit in February. However, the company declined to confirm any reports about contract prices.