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

To: All Mtn Ski who wrote (4889)	10/14/2003 5:14:37 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

I could not disagree more. After the steepest sector downturn ever, I think it is unreasonable to expect a "semi recovery will not be as strong or as long as prior cycles" What makes you come to this conclusion? Inventories are at historically low levels, capex is also very low historically, and we are looking at 5% GDP growth in the coming Q's. Why should we look for an abbreviated cycle? Personally, I expect a much longer cycle as we are seeing execs still reluctant to part with $'s even after capacity utilization for advanced nodes is running in the 90's.